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
301
$27.4M 0.01%
260,810
-6,761
302
$26.9M 0.01%
105,770
+2,717
303
$26.9M 0.01%
848,909
+179,114
304
$26.9M 0.01%
1,654,816
-368,143
305
$26.8M 0.01%
133,636
-301
306
$26.4M 0.01%
446,287
+95,498
307
$26.4M 0.01%
369,211
-5,001
308
$26.3M 0.01%
152,788
+9,461
309
$25.6M 0.01%
413,114
-3,859
310
$25.5M 0.01%
500,289
-5,977
311
$25.4M 0.01%
3,338,062
+481,359
312
$25M 0.01%
141,803
+7,553
313
$25M 0.01%
1,022,548
+23,408
314
$25M 0.01%
1,166,992
-2,028
315
$24.7M 0.01%
849,464
+48,242
316
$24.6M 0.01%
7,604,364
+3,187,238
317
$24.6M 0.01%
482,099
+37,429
318
$24.3M 0.01%
482,916
-5,420
319
$24.1M 0.01%
+564,303
320
$23.9M 0.01%
+772,707
321
$23.8M 0.01%
185,277
+21,924
322
$23.7M 0.01%
136,411
-691
323
$23.6M 0.01%
462,971
+114,085
324
$23.5M 0.01%
235,019
-12,640
325
$23.2M 0.01%
70,454
+5,437