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
$244B
AUM Growth
+$14.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,039
New
Increased
Reduced
Closed

Top Buys

1
+$2.09B
2
+$853M
3
+$490M
4
NVDA icon
NVIDIA
NVDA
+$399M
5
MSFT icon
Microsoft
MSFT
+$274M

Top Sells

1
+$1.35B
2
+$754M
3
+$706M
4
GM icon
General Motors
GM
+$209M
5
LVS icon
Las Vegas Sands
LVS
+$135M

Sector Composition

1 Technology 29.7%
2 Financials 12.38%
3 Healthcare 9.97%
4 Consumer Discretionary 8.89%
5 Industrials 8.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$49.7M 0.02%
2,218,592
-19,035
227
$48.7M 0.02%
1,159,818
+60,070
228
$48.1M 0.02%
1,588,377
-1,572,509
229
$48.1M 0.02%
780,877
+381,893
230
$47.8M 0.02%
1,765,799
+47,259
231
$47.7M 0.02%
1,044,891
-4,245
232
$47.4M 0.02%
437,028
+11,752
233
$47M 0.02%
432,612
+3,110
234
$45.3M 0.02%
1,221,493
+16,782
235
$45.1M 0.02%
562,176
-325
236
$44.7M 0.02%
187,109
+10,325
237
$44.4M 0.02%
232,632
-743
238
$44.3M 0.02%
1,391,156
-4,858
239
$44M 0.02%
658,312
-128,425
240
$43.5M 0.02%
1,289,005
-8,420
241
$43.4M 0.02%
425,285
+34,173
242
$42.9M 0.02%
1,057,728
+158,409
243
$42.8M 0.02%
1,945,154
+40,155
244
$42.8M 0.02%
538,740
-1,298,145
245
$42.2M 0.02%
1,614,940
+53,847
246
$42M 0.02%
219,462
+88,235
247
$41.5M 0.02%
124,399
+8,012
248
$41.2M 0.02%
145,321
+11,964
249
$41.1M 0.02%
1,351,372
-48,020
250
$40.7M 0.02%
1,985,942
-5,197
8 9
10
11 12