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
326
$23.1M 0.01%
318,633
+18,723
327
$22.9M 0.01%
317,393
+152
328
$22M 0.01%
80,773
+8,844
329
$21.9M 0.01%
221,690
+6,837
330
$21.9M 0.01%
761,966
+98,543
331
$21.5M 0.01%
1,941,340
+72,945
332
$21.5M 0.01%
1,527,273
+144
333
$21.2M 0.01%
295,290
+15,512
334
$21M 0.01%
394,135
-26,933
335
$20.2M 0.01%
446,506
-500
336
$20M 0.01%
146,363
337
$20M 0.01%
1,552,527
+5,377
338
$19.9M 0.01%
266,319
+2,909
339
$19.9M 0.01%
835,668
-204,523
340
$19.7M 0.01%
97,727
-568
341
$19.7M 0.01%
330,444
+30,014
342
$19.7M 0.01%
854,029
+12,481
343
$19.7M 0.01%
147,031
+222
344
$19.2M 0.01%
1,630,227
-24,897
345
$19.1M 0.01%
267,607
+30,395
346
$19M 0.01%
228,579
+108,429
347
$18.8M 0.01%
103,424
-19,406
348
$18.6M 0.01%
1,803,093
-403
349
$18.5M 0.01%
324,005
+20,721
350
$18.3M 0.01%
990,267
+161,278