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
201
$61.5M 0.03%
196,173
+14,402
202
$61.5M 0.03%
1,823,174
-8,001
203
$60.8M 0.03%
523,733
-8,604
204
$60.6M 0.03%
1,051,464
+1,031,108
205
$58.1M 0.03%
2,606,820
+123,929
206
$57.6M 0.03%
879,745
-53,355
207
$57.3M 0.02%
693,054
-4,986
208
$56.1M 0.02%
429,502
-5,863
209
$55.5M 0.02%
217,195
+3,188
210
$55.2M 0.02%
283,512
+74,978
211
$55M 0.02%
412,322
+745
212
$54.8M 0.02%
5,286,683
+339,896
213
$54.5M 0.02%
402,783
+36,411
214
$54.4M 0.02%
440,396
+20,554
215
$53.5M 0.02%
1,297,425
+158,808
216
$53.2M 0.02%
3,095,385
+20,979
217
$53.2M 0.02%
1,900,831
-2,394
218
$52.8M 0.02%
389,355
-8,362
219
$52.5M 0.02%
686,358
-3,910
220
$52.2M 0.02%
63,299
+20,900
221
$51.9M 0.02%
1,099,748
+345,311
222
$50.6M 0.02%
1,399,392
+96,327
223
$50.4M 0.02%
2,139,987
+9,539
224
$50.3M 0.02%
163,824
+2,551
225
$50.1M 0.02%
684,615
+2,674