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
251
$36.8M 0.02%
420,566
+3,142
252
$36M 0.02%
7,376,916
-35,636
253
$35.4M 0.02%
136,827
+55,915
254
$34.9M 0.02%
371,004
-11,913
255
$34.7M 0.02%
572,736
-51
256
$31.9M 0.02%
290,596
+65,414
257
$31.7M 0.02%
132,034
+23,545
258
$31.1M 0.02%
762,539
+378
259
$29.9M 0.02%
1,181,270
-7,175
260
$29.2M 0.02%
255,774
+7,270
261
$29.2M 0.02%
2,094,801
-16,029
262
$28.8M 0.02%
1,515,803
+633,362
263
$28.5M 0.02%
120,548
-6,111
264
$27.6M 0.02%
442,943
+251,210
265
$27.2M 0.02%
956,238
+4,253
266
$27M 0.02%
156,912
-7,995
267
$27M 0.02%
476,296
-12,038
268
$25M 0.01%
230,668
-7,920
269
$24.7M 0.01%
688,062
-20,313
270
$24.7M 0.01%
1,040,474
+105,321
271
$24.7M 0.01%
675,559
+280,031
272
$24.4M 0.01%
274,695
+1,623
273
$24.3M 0.01%
229,035
-2,958
274
$24.2M 0.01%
116,965
-4,482
275
$23.9M 0.01%
612,132
-4,453
9 10
11
12 13