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
351
$18.3M 0.01%
186,774
-32,448
352
$18.2M 0.01%
722,682
-259
353
$18.1M 0.01%
448,991
+17,643
354
$17.9M 0.01%
64,619
-3,516
355
$17.7M 0.01%
754,291
356
$17.5M 0.01%
156,578
+1,627
357
$17.4M 0.01%
187,201
+4
358
$17.2M 0.01%
+566,415
359
$17.1M 0.01%
114,136
+9,839
360
$16.9M 0.01%
124,070
+5,956
361
$16.9M 0.01%
283,435
-1,996
362
$16.8M 0.01%
153,449
-3,348
363
$16.7M 0.01%
1,918,644
364
$16.7M 0.01%
503,053
+25,014
365
$16.7M 0.01%
447,785
-12,893
366
$16.5M 0.01%
602,842
+195,094
367
$16.3M 0.01%
402,602
-307
368
$15.9M 0.01%
547,331
+69,223
369
$15.3M 0.01%
1,371,562
-17,452
370
$15.1M 0.01%
84,752
+13,472
371
$14.8M 0.01%
508,889
+84,796
372
$14.5M 0.01%
1,753,680
-5,859
373
$14.3M 0.01%
68,376
+640
374
$14.3M 0.01%
192,050
+7,911
375
$14.2M 0.01%
227,903
+96