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
$148B
AUM Growth
+$14.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,228
New
Increased
Reduced
Closed

Top Buys

1 +$828M
2 +$564M
3 +$427M
4
AMD icon
Advanced Micro Devices
AMD
+$420M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$332M

Sector Composition

1 Technology 25.02%
2 Financials 12.11%
3 Healthcare 10.27%
4 Consumer Discretionary 8.74%
5 Industrials 6.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$82.5M 0.06%
9,796,583
+889,078
177
$79.9M 0.05%
880,317
-213,064
178
$79.4M 0.05%
1,938,351
+21,852
179
$78.1M 0.05%
4,428,979
-958,766
180
$77.2M 0.05%
2,227,095
-51,808
181
$75.7M 0.05%
1,111,670
-40,500
182
$71.9M 0.05%
3,334,751
-104,164
183
$71.9M 0.05%
1,132,070
-40,645
184
$71.4M 0.05%
736,543
+306,433
185
$70.1M 0.05%
1,064,463
+10,646
186
$69.6M 0.05%
6,170,652
+1,272,749
187
$69.2M 0.05%
1,311,398
+8,103
188
$68.5M 0.05%
282,817
+57,409
189
$68.1M 0.05%
517,636
+454,808
190
$67.8M 0.05%
1,706,430
-5,696
191
$67.3M 0.05%
1,156,476
+239,211
192
$66.1M 0.04%
22,941,669
-2,184,797
193
$65.5M 0.04%
2,722,363
+1,140,901
194
$63.6M 0.04%
595,310
-401,455
195
$63.5M 0.04%
3,214,189
+58,307
196
$63.3M 0.04%
217,584
+73,161
197
$62.3M 0.04%
1,551,721
-133,582
198
$61.7M 0.04%
204,162
-2,605
199
$61M 0.04%
473,768
-31,922
200
$60.8M 0.04%
144,522
-3,597