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
301
$16.7M 0.01%
47,217
-3,666
302
$16.6M 0.01%
223,071
-7,597
303
$16.6M 0.01%
581,457
-94,102
304
$16.4M 0.01%
67,602
+6,826
305
$16.2M 0.01%
29,657
+7,783
306
$15.9M 0.01%
436,410
+46,743
307
$15.9M 0.01%
276,896
+77,847
308
$15.8M 0.01%
120,447
+10,421
309
$15.6M 0.01%
161,192
+2,034
310
$15.5M 0.01%
164,168
+8,581
311
$15.3M 0.01%
183,902
-4,632
312
$15.2M 0.01%
139,588
-329
313
$15M 0.01%
164,395
-142
314
$14.8M 0.01%
143,260
-30,238
315
$14.7M 0.01%
221,767
-3,096
316
$14.6M 0.01%
944,956
+2,055
317
$14.5M 0.01%
270,853
-14,735
318
$14.4M 0.01%
1,513,258
-2,545
319
$14.4M 0.01%
477,220
-15,686
320
$14.1M 0.01%
208,678
+4,372
321
$14M 0.01%
1,958,352
-119,736
322
$13.6M 0.01%
158,170
-80
323
$13.6M 0.01%
539,848
-16,004
324
$13.5M 0.01%
153,607
-26,125
325
$13.1M 0.01%
231,179
-145