Ken Fisher

Ken Fisher Fisher Asset Management

AUM $252B
1-Year Return 19.67%
 

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 Return
1 Year Return
+19.67%
3 Year Return
5 Year Return
10 Year 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
1
$8.13B 6.09%
61,275,348
+2,580,700
2
$5.75B 4.31%
35,331,960
+1,458,860
3
$5.2B 3.9%
23,393,871
+1,026,766
4
$4.86B 3.64%
22,220,489
+682,741
5
$3.82B 2.86%
39,287,889
+4,042,563
6
$3.25B 2.43%
13,945,829
+450,553
7
$3.01B 2.26%
27,640,127
+130,578
8
$2.93B 2.19%
33,408,540
+1,761,580
9
$2.91B 2.18%
5,818,183
+278,509
10
$2.78B 2.08%
12,492,164
+599,727
11
$2.5B 1.87%
10,680,445
+560,751
12
$2.04B 1.53%
14,742,559
-13,517
13
$2B 1.5%
3,697,753
+166,207
14
$1.88B 1.41%
3,855,198
+206,103
15
$1.82B 1.36%
6,846,024
+289,323
16
$1.81B 1.36%
14,982,300
+377,871
17
$1.79B 1.34%
9,888,776
+392,065
18
$1.71B 1.28%
35,490,084
+1,493,325
19
$1.45B 1.09%
29,200,534
+897,790
20
$1.42B 1.07%
3,985,855
+321,980
21
$1.33B 1%
3,530,700
+139,629
22
$1.26B 0.95%
4,619,181
+319,362
23
$1.13B 0.84%
6,188,027
+194,728
24
$1.12B 0.84%
42,857,825
+2,403,986
25
$1.11B 0.83%
31,657,700
+251,048