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
$165B
AUM Growth
+$16.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,208
New
Increased
Reduced
Closed

Top Buys

1 +$1.11B
2 +$980M
3 +$880M
4
BA icon
Boeing
BA
+$843M
5
LVS icon
Las Vegas Sands
LVS
+$520M

Top Sells

1 +$1.34B
2 +$1.2B
3 +$1.08B
4
META icon
Meta Platforms (Facebook)
META
+$927M
5
NFLX icon
Netflix
NFLX
+$872M

Sector Composition

1 Technology 26.64%
2 Financials 11.65%
3 Consumer Discretionary 9.35%
4 Healthcare 9.23%
5 Industrials 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$39.1M 0.02%
412,380
-152,713
252
$38.8M 0.02%
2,386,742
+73,750
253
$38.8M 0.02%
496,675
-8,425
254
$38.6M 0.02%
1,255,804
-24,693
255
$38.3M 0.02%
708,261
-17,232
256
$38.1M 0.02%
3,572,175
-101,224
257
$38.1M 0.02%
3,886,525
-197,164
258
$37.9M 0.02%
961,477
-29,461
259
$37.8M 0.02%
1,763,492
+1,731,531
260
$37M 0.02%
1,008,511
+49
261
$37M 0.02%
2,286,777
-117,923
262
$36.9M 0.02%
132,817
+322
263
$36.3M 0.02%
2,784,252
-1,644,727
264
$35.8M 0.02%
4,293,396
-137,718
265
$35.7M 0.02%
794,071
-49,019
266
$35.6M 0.02%
1,088,198
-45,781
267
$35.3M 0.02%
2,346,626
-14,323
268
$35.1M 0.02%
226,505
+5,802
269
$35M 0.02%
1,322,851
-129,829
270
$34.7M 0.02%
879,596
-58,084
271
$34.6M 0.02%
308,401
-14,801
272
$33.9M 0.02%
177,317
-1,441
273
$33.9M 0.02%
323,305
+75,938
274
$33.5M 0.02%
203,985
-635,150
275
$33.2M 0.02%
193,726
+9,187