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
401
$11.3M 0.01%
355,612
-12,835
402
$11.2M 0.01%
149,929
-14,239
403
$11.1M 0.01%
62,998
-382
404
$11M 0.01%
78,370
+54,908
405
$11M 0.01%
776,120
+234,974
406
$10.9M 0.01%
217,142
-19,637
407
$10.9M 0.01%
810,579
+36,670
408
$10.7M 0.01%
93,786
-3,791
409
$10.7M 0.01%
542,640
410
$10.6M 0.01%
371,482
-8,515
411
$10.5M 0.01%
104,145
-21
412
$10.4M 0.01%
41,786
-25,665
413
$10.3M 0.01%
188,838
+162,956
414
$10.3M 0.01%
248,720
+274
415
$10.2M 0.01%
92,363
-327
416
$10M 0.01%
183,342
+11,983
417
$9.9M 0.01%
23,855
-658
418
$9.89M 0.01%
120,413
-2,635
419
$9.61M 0.01%
274,300
+21,350
420
$9.55M 0.01%
70,604
-8,887
421
$9.54M 0.01%
120,103
-7,598
422
$9.54M 0.01%
178,254
-20,302
423
$9.51M 0.01%
352,344
-92,000
424
$9.5M 0.01%
191,882
-1,098
425
$9.44M 0.01%
72,006
-8,582