Ken Fisher

Ken Fisher Fisher Asset Management

AUM $276B
1-Year Est. Return 24.78%
 

Ken Fisher is the founder and executive chairman of Fisher Investments, a global money management firm overseeing billions of dollars in assets. He gained early recognition for pioneering the use of the price-to-sales ratio in stock analysis and wrote the long-running “Portfolio Strategy” column in Forbes. Over the years, Fisher has authored numerous books on investing and wealth management, many of which have become bestsellers.

This Quarter Est. Return
1 Year Est. Return
+24.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$133B
AUM Growth
+$19.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,063
New
Increased
Reduced
Closed

Top Buys

1 +$393M
2 +$342M
3 +$238M
4
MSFT icon
Microsoft
MSFT
+$228M
5
TTE icon
TotalEnergies
TTE
+$222M

Top Sells

1 +$418M
2 +$139M
3 +$39.8M
4
EQNR icon
Equinor
EQNR
+$28.4M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$20M

Sector Composition

1 Technology 25.88%
2 Consumer Discretionary 12.45%
3 Financials 11.9%
4 Healthcare 10.14%
5 Communication Services 6.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$77.9M 0.06%
6,755,279
+339,499
177
$73M 0.05%
444,732
+5,571
178
$71.8M 0.05%
568,314
-5,790
179
$71.1M 0.05%
725,286
-4,941
180
$70.7M 0.05%
575,994
-5,305
181
$69.3M 0.05%
1,020,799
-12,277
182
$68.7M 0.05%
3,633,616
+260,128
183
$68.6M 0.05%
426,594
+38,383
184
$67.6M 0.05%
1,333,395
+5,534
185
$65.4M 0.05%
127,931
-4,721
186
$63.2M 0.05%
1,571,661
-18,882
187
$62.3M 0.05%
1,473,630
+80,334
188
$60.4M 0.05%
241,539
-8,586
189
$60.2M 0.05%
552,847
+15,611
190
$58.5M 0.04%
2,052,524
-1,988
191
$58.1M 0.04%
491,338
+240,742
192
$57.8M 0.04%
606,155
-665
193
$57.5M 0.04%
2,830,522
-20,562,664
194
$56.3M 0.04%
693,115
-11,762
195
$55.8M 0.04%
223,347
+210,706
196
$55.1M 0.04%
367,475
-4,910
197
$54.9M 0.04%
+1,201,865
198
$54.2M 0.04%
1,140,663
-9,823
199
$54.1M 0.04%
294,430
-1,427
200
$53.2M 0.04%
1,941,395
-50,000