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
376
$14.2M 0.01%
30,783
-417
377
$14.1M 0.01%
180,219
-39,064
378
$14M 0.01%
533,607
+1,747
379
$13.8M 0.01%
187,256
+25,752
380
$13.8M 0.01%
5,647,224
+74,076
381
$13.8M 0.01%
140,707
+2,072
382
$13.7M 0.01%
210,342
383
$13.4M 0.01%
455,871
-3,586,783
384
$13.2M 0.01%
110,664
-13,828
385
$13.2M 0.01%
522,763
+16,303
386
$13.2M 0.01%
125,719
+33
387
$13.2M 0.01%
79,368
-742
388
$12.9M 0.01%
66,768
-1,719
389
$12.7M 0.01%
374,352
+253,808
390
$12.7M 0.01%
232,424
+18,263
391
$12.7M 0.01%
398,432
-14,131
392
$12.6M 0.01%
27,022
-1,083
393
$12.6M 0.01%
76,160
+2,354
394
$12.5M 0.01%
581,005
+5
395
$12.4M 0.01%
328,403
396
$12.3M 0.01%
43,874
-12
397
$12M ﹤0.01%
95,467
-948
398
$12M ﹤0.01%
329,000
399
$11.9M ﹤0.01%
1,549,234
400
$11.7M ﹤0.01%
226,480
-1,518