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
276
$33M 0.02%
144,350
-14,385
277
$33M 0.02%
317,401
-25,959
278
$33M 0.02%
1,359,162
-149,218
279
$32.9M 0.02%
2,407,998
+196,781
280
$32.6M 0.02%
623,970
+26,271
281
$32.3M 0.02%
+1,486,703
282
$32M 0.02%
279,097
-212
283
$31.7M 0.02%
551,983
-24,413
284
$31.2M 0.02%
752,292
-28,423
285
$31M 0.02%
1,119,230
+188,944
286
$31M 0.02%
585,917
-32,866
287
$30.9M 0.02%
149,612
-12,372
288
$30.9M 0.02%
659,124
+4,994
289
$30.7M 0.02%
3,864,177
-582,891
290
$30.4M 0.02%
+864,158
291
$30.4M 0.02%
1,073,435
+236,878
292
$30.1M 0.02%
1,436,104
-80,370
293
$29.9M 0.02%
1,271,960
-11,375
294
$29.7M 0.02%
1,229,669
-67,959
295
$29.6M 0.02%
365,533
-228
296
$29.5M 0.02%
339,831
-13,222
297
$29.4M 0.02%
699,963
-42,526
298
$29M 0.02%
1,044,714
+71,039
299
$29M 0.02%
2,154,061
+653,748
300
$28.8M 0.02%
1,254,697
-110,772