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
401
$11.7M ﹤0.01%
93,362
-22,603
402
$11.6M ﹤0.01%
25,185
+2,776
403
$11.5M ﹤0.01%
1,050,399
-2,223,381
404
$11.5M ﹤0.01%
568,737
+981
405
$11.3M ﹤0.01%
74,879
+9,675
406
$11.3M ﹤0.01%
354,023
-25
407
$11.3M ﹤0.01%
494,924
+99,427
408
$11.2M ﹤0.01%
328,720
+70
409
$11.2M ﹤0.01%
220,000
+36,798
410
$11M ﹤0.01%
84,777
-863
411
$11M ﹤0.01%
509,000
+65,000
412
$10.9M ﹤0.01%
170,486
-160
413
$10.7M ﹤0.01%
147,421
-115
414
$10.7M ﹤0.01%
283,882
-79,917
415
$10.7M ﹤0.01%
59,231
+308
416
$10.5M ﹤0.01%
347,880
+24,862
417
$10.4M ﹤0.01%
41,738
-818
418
$10.4M ﹤0.01%
195,056
-20,058
419
$10.2M ﹤0.01%
226,035
+13,006
420
$9.79M ﹤0.01%
319,000
+46,747
421
$9.77M ﹤0.01%
108,361
+5,589
422
$9.74M ﹤0.01%
101,244
-7,833,805
423
$9.58M ﹤0.01%
196,895
+25,413
424
$9.37M ﹤0.01%
65,880
-1,207
425
$9.15M ﹤0.01%
104,249
-3,047