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
376
$14.5M 0.01%
3,530,693
-2,470,853
377
$14.5M 0.01%
157,841
-7,846
378
$14.5M 0.01%
664,044
+21,080
379
$14.2M 0.01%
204,252
+5,512
380
$14M 0.01%
63,819
-2,758
381
$13.9M 0.01%
585,103
+16,380
382
$13.8M 0.01%
478,130
+14,338
383
$13.8M 0.01%
234,719
-890
384
$13.6M 0.01%
159,080
+15,052
385
$13.5M 0.01%
275,672
-24,735
386
$13.5M 0.01%
286,977
+9,494
387
$13.2M 0.01%
134,302
-16,152
388
$12.9M 0.01%
395,371
+17,757
389
$12.9M 0.01%
37,351
-63,050
390
$12.7M 0.01%
674,767
+105,056
391
$12.6M 0.01%
124,146
+14,801
392
$12.4M 0.01%
5,518,646
-558,620
393
$12.2M 0.01%
368,858
-31,313
394
$12M 0.01%
38,748
-1,150
395
$11.9M 0.01%
331,045
-17,626
396
$11.7M 0.01%
127,456
+16,319
397
$11.7M 0.01%
29,642
-952
398
$11.7M 0.01%
776,892
-30,632
399
$11.5M 0.01%
86,948
-17,245
400
$11.4M 0.01%
1,052,421
-14,022