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
251
$40.3M 0.02%
5,268,766
-17,917
252
$40.1M 0.02%
828,174
-9,481
253
$39.2M 0.02%
1,043,055
+384,270
254
$39M 0.02%
2,456,515
+915,730
255
$38.4M 0.02%
1,516,409
+317,804
256
$38.4M 0.02%
401,612
+85,303
257
$38M 0.02%
855,328
+145,416
258
$37.5M 0.02%
820,995
-17,314
259
$37.2M 0.02%
283,806
+51,809
260
$36.7M 0.02%
578,571
-808
261
$36.5M 0.02%
354,114
+16,097
262
$36.5M 0.02%
1,041,119
-11,184
263
$36.5M 0.02%
126,243
-1,026
264
$36.4M 0.01%
551,489
-2,948
265
$36.4M 0.01%
184,692
+1,586
266
$36.3M 0.01%
2,678,027
-5,903
267
$36.2M 0.01%
593,681
-61,891
268
$35.7M 0.01%
728,674
+4,108
269
$35.4M 0.01%
968,592
+6,000
270
$35.3M 0.01%
43,650
+1,200
271
$34.8M 0.01%
737,394
+135,184
272
$34.6M 0.01%
1,908,477
+77,072
273
$34.6M 0.01%
167,350
+3,632
274
$33.9M 0.01%
1,102,382
-70,238
275
$33.6M 0.01%
1,791,080
-18,403
9 10
11
12 13