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
351
$9.79M 0.01%
81,801
-613
352
$9.73M 0.01%
308,887
-39,995
353
$9.32M 0.01%
232,000
-4,047
354
$9.26M 0.01%
45,039
-124
355
$8.96M 0.01%
116,075
-13,555
356
$8.91M 0.01%
99,424
-3,114
357
$8.69M 0.01%
98,516
+5,265
358
$8.64M 0.01%
227,863
-271
359
$8.46M 0.01%
38,000
-18
360
$8.41M 0.01%
289,872
-35,995
361
$8.36M ﹤0.01%
187,495
-3,087
362
$8.31M ﹤0.01%
34,700
+6,355
363
$8.22M ﹤0.01%
23,808
+88
364
$8.22M ﹤0.01%
195,676
+31,142
365
$8.06M ﹤0.01%
1,551,000
366
$8.05M ﹤0.01%
226,000
-110
367
$8.03M ﹤0.01%
353,000
+71,000
368
$8.02M ﹤0.01%
214,974
+11,000
369
$7.93M ﹤0.01%
87,202
-3,141,140
370
$7.84M ﹤0.01%
95,999
+8,355
371
$7.76M ﹤0.01%
311,598
-172
372
$7.75M ﹤0.01%
57,623
+570
373
$7.67M ﹤0.01%
209,000
+42,930
374
$7.37M ﹤0.01%
121,745
-362
375
$7.18M ﹤0.01%
274,016
+61,016