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
276
$23.8M 0.01%
799,549
-6,421
277
$23.6M 0.01%
846,275
-3,468
278
$23.4M 0.01%
1,532,994
+699,048
279
$23.4M 0.01%
143,009
-19,111
280
$23.2M 0.01%
2,268,074
+529,863
281
$22.1M 0.01%
1,259,809
-9,425
282
$21.7M 0.01%
301,464
+297,834
283
$21.7M 0.01%
498,245
-30,591
284
$21.5M 0.01%
120,690
+5,771
285
$21M 0.01%
1,402,800
+333,357
286
$20.9M 0.01%
219,597
+242
287
$20M 0.01%
689,511
+40,357
288
$19.9M 0.01%
319,609
+5,352
289
$19.6M 0.01%
110,026
-806
290
$19.5M 0.01%
139,917
-1,049
291
$19.3M 0.01%
106,278
+11,854
292
$19.3M 0.01%
583,539
+21,073
293
$19.2M 0.01%
1,697,708
-25,220
294
$19.1M 0.01%
224,863
+44,125
295
$19M 0.01%
176,595
+9,224
296
$18.7M 0.01%
837,079
+240,721
297
$18.6M 0.01%
1,055,480
-66,477
298
$18.6M 0.01%
780,111
+29,660
299
$18.2M 0.01%
251,136
-2,747
300
$18M 0.01%
173,030
-7,094