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
$179B
AUM Growth
+$17.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,147
New
Increased
Reduced
Closed

Top Buys

1
+$784M
2
+$762M
3
+$712M
4
META icon
Meta Platforms (Facebook)
META
+$671M
5
UBER icon
Uber
UBER
+$635M

Top Sells

1
+$1.16B
2
+$920M
3
+$897M
4
UNH icon
UnitedHealth
UNH
+$781M
5
CSCO icon
Cisco
CSCO
+$637M

Sector Composition

1 Technology 30.01%
2 Healthcare 10.79%
3 Financials 10.13%
4 Consumer Discretionary 9.89%
5 Communication Services 8.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$48.2M 0.03%
1,169,618
+212,117
227
$47.3M 0.03%
2,651,836
+149,040
228
$47M 0.03%
2,441,646
+3,001
229
$46.1M 0.03%
343,428
+127,096
230
$45.6M 0.03%
150,332
+189
231
$45M 0.03%
+1,336,109
232
$44.7M 0.03%
392,060
+30,055
233
$44.4M 0.02%
983,803
-3,639
234
$44.4M 0.02%
462,609
-28,923
235
$44.1M 0.02%
311,007
-1,540
236
$44M 0.02%
243,813
+4,093
237
$43.6M 0.02%
1,576,235
+598,297
238
$42.9M 0.02%
400,273
+84,615
239
$42.5M 0.02%
455,473
+126,257
240
$42.2M 0.02%
10,798,495
+28,680
241
$42M 0.02%
691,918
-7,769
242
$41.7M 0.02%
747,326
-13,732
243
$40.3M 0.02%
602,051
-7,483
244
$39.9M 0.02%
2,410,791
+72,071
245
$39.9M 0.02%
240,827
-6,126
246
$39.7M 0.02%
755,645
-6,908
247
$38.9M 0.02%
186,654
+37,270
248
$38.1M 0.02%
2,391,431
-43,714
249
$38M 0.02%
436,711
-35,671
250
$37.9M 0.02%
942,730
-62,708
8 9
10
11 12