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
301
$17.8M 0.01%
79,020
+3,509
302
$17.6M 0.01%
159,158
-33,608
303
$16.7M 0.01%
1,230,832
+2,243
304
$16.6M 0.01%
285,588
-8,240
305
$16.3M 0.01%
5,833,605
+4,323,974
306
$16.3M 0.01%
189,646
-1,108
307
$16.2M 0.01%
179,732
+24,235
308
$16M 0.01%
74,779
+4,533
309
$15.9M 0.01%
50,063
-3,166
310
$15.9M 0.01%
1,012,963
-11,557
311
$15.8M 0.01%
60,776
+5,013
312
$15.8M 0.01%
4,453,330
+1,509,724
313
$15.5M 0.01%
531,083
-37,843
314
$15.2M 0.01%
50,883
-3,402
315
$15.2M 0.01%
555,852
+80,364
316
$15.2M 0.01%
524,861
+151,826
317
$15.1M 0.01%
+326,464
318
$14.9M 0.01%
164,537
-3,335
319
$14.6M 0.01%
155,587
-24,323
320
$14.4M 0.01%
158,250
+2,012
321
$14.4M 0.01%
21,874
+1,381
322
$14.2M 0.01%
+492,906
323
$14.1M 0.01%
227,805
+23,357
324
$13.8M 0.01%
204,306
+118,434
325
$13.6M 0.01%
82,414
+58,790