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
326
$12.7M 0.01%
763,531
+194,266
327
$12.7M 0.01%
138,518
-11,391
328
$12.7M 0.01%
143,822
+123
329
$12.4M 0.01%
61,635
-1,514
330
$12.3M 0.01%
173,498
+158,826
331
$12.3M 0.01%
151,341
-12,172
332
$12.2M 0.01%
288,236
-4,681
333
$12.1M 0.01%
84,928
+48,590
334
$12.1M 0.01%
348,882
-2,891
335
$12.1M 0.01%
459,546
-10,932
336
$12M 0.01%
69,159
+10,506
337
$12M 0.01%
199,049
-448
338
$11.9M 0.01%
129,630
+271
339
$11.8M 0.01%
917,801
+6,772
340
$11.7M 0.01%
325,867
+14,553
341
$11.7M 0.01%
188,534
+123,239
342
$11.6M 0.01%
84,000
-8,711
343
$11.3M 0.01%
291,819
-4,322
344
$11M 0.01%
79,011
+60,449
345
$11M 0.01%
236,047
+43
346
$10.9M 0.01%
66,063
+55,764
347
$10.9M 0.01%
29,602
-1,977
348
$10.8M 0.01%
64,411
+671
349
$10.8M 0.01%
158,037
+78,967
350
$10.8M 0.01%
1,336,151
+288,611