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
$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
1
$12.2B 5.3%
27,267,737
+1,340,392
2
$12.1B 5.27%
57,503,020
+1,619,205
3
$11.5B 5.02%
93,437,327
+2,103,107
4
$8.86B 3.85%
48,620,515
+2,295,441
5
$8.46B 3.68%
43,780,397
+1,214,055
6
$7.18B 3.12%
89,836,120
+6,995,435
7
$4.94B 2.15%
28,407,252
-600,821
8
$4.43B 1.93%
4,888,710
+195,855
9
$3.76B 1.63%
23,151,197
-5,716,366
10
$3.62B 1.57%
22,546,860
+865,090
11
$3.25B 1.41%
28,247,682
+1,816,492
12
$3.23B 1.4%
3,154,343
+54,865
13
$3.17B 1.38%
9,220,695
+238,362
14
$3.16B 1.38%
6,275,927
+627,735
15
$3.08B 1.34%
45,552,647
+2,356,929
16
$3.08B 1.34%
11,962,021
+1,120,843
17
$2.94B 1.28%
18,810,144
+950,368
18
$2.94B 1.28%
4,357,952
+172,477
19
$2.91B 1.27%
8,747,620
+405,979
20
$2.89B 1.26%
17,550,134
+1,100,313
21
$2.82B 1.23%
58,016,901
+1,386,953
22
$2.66B 1.16%
5,881,507
+222,920
23
$2.65B 1.15%
4,766,441
+251,148
24
$2.58B 1.12%
12,740,431
+487,049
25
$2.51B 1.09%
2,955,901
+94,415