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
351
$10.6M 0.01%
101,644
+64,752
352
$10.5M 0.01%
533,575
353
$10.4M 0.01%
226,110
+51,110
354
$10.4M 0.01%
121,188
+3,170
355
$10.3M 0.01%
1,551,000
+502,000
356
$10.1M 0.01%
167,668
+28,431
357
$9.76M 0.01%
29,385
-1,594
358
$9.73M 0.01%
45,163
+33,814
359
$9.68M 0.01%
2,078,088
+202,529
360
$9.62M 0.01%
172,381
-2,556
361
$9.39M 0.01%
228,134
+198,276
362
$9.38M 0.01%
389,667
+15,534
363
$9.33M 0.01%
393,249
-18,634
364
$9.24M 0.01%
257,040
-2,048
365
$9.02M 0.01%
38,018
+18
366
$8.94M 0.01%
102,538
+79,595
367
$8.82M ﹤0.01%
231,324
+14,335
368
$8.61M ﹤0.01%
1,454,066
+181,070
369
$8.58M ﹤0.01%
319,128
+286,602
370
$8.48M ﹤0.01%
93,251
+82,502
371
$8.36M ﹤0.01%
23,720
+21,251
372
$8.28M ﹤0.01%
190,582
+141,946
373
$8.27M ﹤0.01%
461,098
-2,239
374
$8.15M ﹤0.01%
60,024
+14,689
375
$8.14M ﹤0.01%
9,384
-1,527