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
326
$21.5M 0.01%
2,169,631
-81,841
327
$21.5M 0.01%
308,785
-424,593
328
$21.5M 0.01%
848,314
-42,034
329
$21.4M 0.01%
258,848
-96,765
330
$21.4M 0.01%
344,016
-16,438
331
$21.2M 0.01%
2,190,289
-88,056
332
$21.1M 0.01%
42,104
-742
333
$21M 0.01%
468,299
-120,607
334
$20.5M 0.01%
220,840
-65,448
335
$20.3M 0.01%
244,125
-2,099
336
$20.2M 0.01%
626,582
-6,359
337
$19.8M 0.01%
146,426
-4,889
338
$19.7M 0.01%
185,658
-110,590
339
$19.7M 0.01%
294,472
-20,836
340
$19.5M 0.01%
850,432
-26,521
341
$19.5M 0.01%
+1,394,607
342
$19.4M 0.01%
567,590
+128,091
343
$19.4M 0.01%
80,053
+716
344
$19.2M 0.01%
331,309
-9,506
345
$18.9M 0.01%
894,654
-22,852
346
$18.7M 0.01%
252,362
-13,301
347
$18.2M 0.01%
97,123
-61,033
348
$18.1M 0.01%
227,245
-3,888
349
$17.9M 0.01%
129,147
-7,315
350
$17.9M 0.01%
87,405
-2,157