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
276
$33.5M 0.01%
217,110
-2,316
277
$33.1M 0.01%
170,956
+3,307
278
$33M 0.01%
102,352
+17,974
279
$32.9M 0.01%
725,537
+6,079
280
$32.6M 0.01%
153,724
-85,797
281
$32.2M 0.01%
214,203
+14,813
282
$32.1M 0.01%
969,694
+185,228
283
$31.8M 0.01%
681,898
-2,490
284
$31.6M 0.01%
638,688
-18,742
285
$31.5M 0.01%
224,589
-6,726
286
$31.3M 0.01%
607,186
+722
287
$31M 0.01%
92,736
-886
288
$31M 0.01%
335,350
-815
289
$31M 0.01%
126,895
+761
290
$30.7M 0.01%
610,999
-3,089
291
$30.6M 0.01%
71,487
+5,620
292
$30.2M 0.01%
836,156
+100,455
293
$30M 0.01%
579,955
+21,889
294
$29.9M 0.01%
877,760
-12,047
295
$29.7M 0.01%
55,825
+281
296
$29.7M 0.01%
68,958
+2,486
297
$28.8M 0.01%
363,816
+168,673
298
$28.6M 0.01%
542,284
+7,764
299
$28.5M 0.01%
3,099,425
-6,018
300
$28.3M 0.01%
740,010
-66,656