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
301
$28.6M 0.02%
798,999
-139,927
302
$28.5M 0.02%
690,567
-26,065
303
$27.9M 0.02%
223,373
-5,778
304
$27.7M 0.02%
151,824
+61,456
305
$27.7M 0.02%
800,777
+38,256
306
$27.6M 0.02%
726,474
-59,819
307
$27.5M 0.02%
1,320,908
+380,745
308
$27.4M 0.02%
1,814,300
-1,783,126
309
$26.6M 0.02%
344,727
+12,743
310
$26.3M 0.02%
585,222
-58,042
311
$25.1M 0.02%
257,418
-2,338
312
$24.6M 0.01%
74,475
-908
313
$24.6M 0.01%
276,660
+47,539
314
$24.4M 0.01%
345,764
-9,535
315
$23.8M 0.01%
288,971
-949
316
$23.8M 0.01%
2,377,503
-109,482
317
$23.3M 0.01%
372,698
-34,515
318
$23.2M 0.01%
1,854,678
+49,942
319
$23.2M 0.01%
187,992
+513
320
$23M 0.01%
122,432
-17,990
321
$23M 0.01%
1,524,628
-57,942
322
$22.7M 0.01%
1,228,718
-4,695
323
$22.5M 0.01%
230,289
-42,240
324
$22.3M 0.01%
620,329
+272,166
325
$22.2M 0.01%
69,967
-361