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
$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
1
$7.78B 5.26%
59,874,884
+698,686
2
$6.76B 4.57%
28,171,603
-845,202
3
$4.35B 2.94%
56,111,982
+10,681,374
4
$4.25B 2.87%
50,569,979
+674,660
5
$3.68B 2.49%
41,666,589
-808,294
6
$2.62B 1.77%
8,287,774
+120,157
7
$2.58B 1.74%
4,723,320
+29,403
8
$2.14B 1.45%
14,511,472
-527,315
9
$2.03B 1.37%
53,320,760
+153,694
10
$1.9B 1.28%
6,434,765
-251,510
11
$1.84B 1.24%
13,875,409
+1,149,446
12
$1.82B 1.23%
24,417,775
-708,393
13
$1.77B 1.2%
7,390,616
+100,168
14
$1.73B 1.17%
8,331,547
-101,735
15
$1.71B 1.15%
5,070,299
-72,038
16
$1.68B 1.14%
4,900,431
+156,803
17
$1.68B 1.13%
25,885,044
+6,490,705
18
$1.64B 1.11%
15,523,614
-6,527,047
19
$1.61B 1.09%
18,973,269
+556,833
20
$1.5B 1.01%
51,587,308
+19,411,205
21
$1.47B 0.99%
100,365,260
-20,706,040
22
$1.46B 0.99%
3,994,198
+90,761
23
$1.45B 0.98%
17,745,233
+121,666
24
$1.45B 0.98%
23,328,736
+236,401
25
$1.35B 0.91%
12,179,786
+143,329