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
201
$53.2M 0.04%
944,161
-4,241
202
$52.2M 0.04%
2,834,481
-41,100
203
$52.2M 0.04%
771,977
-3,694
204
$51.7M 0.04%
456,173
+37,953
205
$51.5M 0.04%
337,790
+593
206
$51M 0.04%
988,318
-9,643
207
$49.7M 0.04%
232,282
+36,826
208
$49.6M 0.04%
174,806
-898
209
$49M 0.04%
7,352,351
+401,465
210
$47.4M 0.04%
2,999,459
+100,000
211
$46.2M 0.03%
1,422,388
+206,708
212
$46.2M 0.03%
116,526
-10,410
213
$45.9M 0.03%
1,515,134
-15,997
214
$43.9M 0.03%
676,754
+4,083
215
$43.5M 0.03%
485,356
-17,342
216
$43.5M 0.03%
555,879
-3,659
217
$43.5M 0.03%
2,591,665
-56,675
218
$41.6M 0.03%
11,214,305
-637,804
219
$41.2M 0.03%
296,160
-9,827
220
$40.6M 0.03%
2,680,069
-15,323
221
$40.4M 0.03%
1,365,504
-2,500
222
$40.1M 0.03%
656,688
-6,612
223
$39.6M 0.03%
600,918
-45,422
224
$39.2M 0.03%
246,956
-2,266
225
$38.9M 0.03%
910,715
-43,442
7 8
9
10 11