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
201
$60.7M 0.04%
670,104
+9,336
202
$59.5M 0.04%
2,593,934
+729,761
203
$58.9M 0.04%
267,594
-7,758
204
$58.7M 0.04%
2,637,604
+10,900
205
$58.2M 0.04%
525,165
+45,426
206
$58.2M 0.04%
942,948
+5,656
207
$58M 0.04%
483,791
-16,308
208
$57.1M 0.04%
676,069
-23,923
209
$57.1M 0.04%
221,778
+7,418
210
$56.3M 0.04%
2,395,747
+33,468
211
$55.1M 0.04%
268,412
-123,169
212
$55M 0.04%
1,850,500
+25,877
213
$54.7M 0.04%
251,140
+10,381
214
$53.6M 0.04%
3,005,307
-58,888
215
$52.4M 0.04%
565,093
+25,725
216
$52.3M 0.04%
961,577
+27,894
217
$50.9M 0.03%
4,431,114
-732,731
218
$49.5M 0.03%
2,085,604
+348,096
219
$48M 0.03%
2,138,700
+331,830
220
$47.4M 0.03%
1,563,247
+1,439,201
221
$47.1M 0.03%
238,930
+2,472
222
$47M 0.03%
990,233
-60,940
223
$46.9M 0.03%
1,266,330
-10,290,635
224
$46.5M 0.03%
938,926
-73,763
225
$46.4M 0.03%
1,760,522
+338,887