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
376
$8.12M ﹤0.01%
203,974
+27,818
377
$8.01M ﹤0.01%
66,828
+17,252
378
$7.97M ﹤0.01%
942,901
+925,687
379
$7.94M ﹤0.01%
99,800
+20,800
380
$7.74M ﹤0.01%
28,345
+24,406
381
$7.71M ﹤0.01%
19,217
-239
382
$7.56M ﹤0.01%
15,561
-842
383
$7.52M ﹤0.01%
164,534
+30,914
384
$7.49M ﹤0.01%
148,848
-2,435
385
$7.39M ﹤0.01%
122,107
+109,279
386
$7.34M ﹤0.01%
42,124
+34,417
387
$7.34M ﹤0.01%
311,770
+285,763
388
$7.28M ﹤0.01%
34,394
+105
389
$7.27M ﹤0.01%
120,784
-651
390
$7.15M ﹤0.01%
87,644
-7,130
391
$7.06M ﹤0.01%
207,965
+3,805
392
$6.62M ﹤0.01%
133,744
+65,035
393
$6.5M ﹤0.01%
26,942
+1,932
394
$6.46M ﹤0.01%
62,639
+910
395
$6.37M ﹤0.01%
282,000
396
$6.36M ﹤0.01%
74,647
+5,453
397
$6.35M ﹤0.01%
18,560
-5,802
398
$6.35M ﹤0.01%
12,904
+26
399
$6.3M ﹤0.01%
213,000
400
$6.23M ﹤0.01%
85,302
+28,177