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
$230B
AUM Growth
+$15.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,069
New
Increased
Reduced
Closed

Top Buys

1 +$1.5B
2 +$1.49B
3 +$814M
4
MSFT icon
Microsoft
MSFT
+$599M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$559M

Top Sells

1 +$1.27B
2 +$927M
3 +$722M
4
SMH icon
VanEck Semiconductor ETF
SMH
+$631M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$315M

Sector Composition

1 Technology 30.6%
2 Financials 11.61%
3 Healthcare 9.91%
4 Consumer Discretionary 9.26%
5 Industrials 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$86.1M 0.04%
149,262
-547,145
177
$85.4M 0.04%
894,483
-94,220
178
$83.6M 0.04%
579,305
-6,975
179
$83M 0.04%
854,911
+16,264
180
$82.6M 0.04%
2,011,397
+284,821
181
$81.5M 0.04%
612,966
-55,544
182
$77.8M 0.03%
2,712,701
+199,862
183
$75.3M 0.03%
4,001,933
-603,408
184
$74.3M 0.03%
991,178
-45,137
185
$74M 0.03%
153,669
-28,039
186
$73.3M 0.03%
6,785,901
-29,231
187
$70.4M 0.03%
314,785
+33,720
188
$70.2M 0.03%
347,987
+1,188
189
$70.1M 0.03%
795,239
-9,397
190
$67.2M 0.03%
7,667,305
-243,561
191
$66.6M 0.03%
4,453,508
+280,717
192
$66.2M 0.03%
1,734,556
+85,544
193
$65.7M 0.03%
+3,166,868
194
$65.6M 0.03%
938,624
-103,275
195
$64.1M 0.03%
1,552,961
-9,431
196
$63.2M 0.03%
926,475
-37,583
197
$62.9M 0.03%
301,853
-5,896
198
$62.3M 0.03%
1,123,811
+84,981
199
$62.2M 0.03%
244,005
+213,155
200
$61.7M 0.03%
1,433,050
-4,708