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
$169B
AUM Growth
-$9.08B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,180
New
Increased
Reduced
Closed

Top Buys

1 +$1.08B
2 +$860M
3 +$703M
4
AMZN icon
Amazon
AMZN
+$641M
5
NVDA icon
NVIDIA
NVDA
+$604M

Top Sells

1 +$813M
2 +$686M
3 +$671M
4
INTC icon
Intel
INTC
+$658M
5
CSCO icon
Cisco
CSCO
+$636M

Sector Composition

1 Technology 29.43%
2 Healthcare 10.84%
3 Financials 9.96%
4 Consumer Discretionary 9.46%
5 Communication Services 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$24.2M 0.01%
1,179,885
-1,385
277
$24.1M 0.01%
277,596
-13,000
278
$24.1M 0.01%
47,338
-1,345,560
279
$24.1M 0.01%
1,230,382
-450
280
$24M 0.01%
116,446
-4,102
281
$22.9M 0.01%
223,144
+3,547
282
$22.7M 0.01%
241,157
+13,352
283
$22.5M 0.01%
338,326
+18,717
284
$22M 0.01%
857,051
+273,512
285
$21.7M 0.01%
313,325
+62,189
286
$20.2M 0.01%
167,870
-5,160
287
$19.9M 0.01%
485,787
-12,458
288
$19.9M 0.01%
533,438
-137
289
$19.6M 0.01%
684,764
-3,298
290
$18.9M 0.01%
116,288
-677
291
$18.6M 0.01%
5,752,862
-80,743
292
$18.5M 0.01%
76,614
-2,406
293
$18.5M 0.01%
1,326,934
-9,217
294
$17.8M 0.01%
474,655
+15,109
295
$17.6M 0.01%
2,311,138
+43,064
296
$17.1M 0.01%
144,688
+1,679
297
$17M 0.01%
79,482
+4,703
298
$16.8M 0.01%
1,046,015
-9,465
299
$16.8M 0.01%
837,232
-9,043
300
$16.8M 0.01%
152,939
-3,973