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
326
$13M 0.01%
147,610
-3,731
327
$12.9M 0.01%
312,101
-7,027
328
$12.8M 0.01%
1,655,122
+201,056
329
$12.7M 0.01%
177,189
+9,521
330
$12.6M 0.01%
84,240
+240
331
$12.3M 0.01%
143,699
-123
332
$12.2M 0.01%
50,791
+728
333
$12.2M 0.01%
1,532,794
-200
334
$12.1M 0.01%
166,459
+8,422
335
$12M 0.01%
140,527
+2,009
336
$12M 0.01%
71,402
+2,243
337
$11.9M 0.01%
184,082
-5,564
338
$11.5M 0.01%
34,463
+4,861
339
$11.5M 0.01%
1,012,963
340
$11M 0.01%
88,962
+4,034
341
$10.6M 0.01%
65,659
+1,248
342
$10.6M 0.01%
101,140
-504
343
$10.5M 0.01%
60,349
-1,286
344
$10.4M 0.01%
29,349
-36
345
$10.4M 0.01%
78,652
-359
346
$10.3M 0.01%
392,568
-681
347
$10.2M 0.01%
122,962
+1,774
348
$10.2M 0.01%
293,095
+4,859
349
$10M 0.01%
57,128
-8,935
350
$9.82M 0.01%
278,077
-13,742