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
351
$17.7M 0.01%
189,942
-1,079
352
$17.7M 0.01%
420,917
-17,659
353
$17.7M 0.01%
+1,178,169
354
$17.5M 0.01%
6,204,165
-247,574
355
$17.3M 0.01%
312,261
+10,812
356
$17.3M 0.01%
148,989
+304
357
$17.3M 0.01%
287,492
-10,870
358
$17.2M 0.01%
157,111
+15,760
359
$17.1M 0.01%
78,748
-768
360
$17M 0.01%
667,463
-27,811
361
$16.9M 0.01%
193,957
+33,869
362
$16.8M 0.01%
285,416
+18,725
363
$16.7M 0.01%
302,508
+69,888
364
$16.6M 0.01%
1,430,581
+610,072
365
$16.5M 0.01%
85,207
+3,684
366
$16.5M 0.01%
432,309
-3,608
367
$16.4M 0.01%
82,286
-33,600
368
$16.3M 0.01%
151,983
+7,816
369
$16.3M 0.01%
951,105
+28,886
370
$16.1M 0.01%
701,293
+44,234
371
$16M 0.01%
165,685
-12,340
372
$15.7M 0.01%
175,691
+19,468
373
$15.5M 0.01%
1,902,794
+263,237
374
$15.2M 0.01%
377,753
-21,000
375
$14.5M 0.01%
219,407
+684