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
426
$4.99M ﹤0.01%
58,779
+9,179
427
$4.96M ﹤0.01%
122,000
+1,000
428
$4.93M ﹤0.01%
49,838
+15,789
429
$4.89M ﹤0.01%
167,653
+41,808
430
$4.84M ﹤0.01%
15,840
+3,277
431
$4.81M ﹤0.01%
15,537
+93
432
$4.54M ﹤0.01%
48,720
-72
433
$4.49M ﹤0.01%
128,345
+5,516
434
$4.36M ﹤0.01%
206,001
+15,865
435
$4.32M ﹤0.01%
76,828
+5,926
436
$4.29M ﹤0.01%
61,274
+30,355
437
$4.26M ﹤0.01%
+12,088
438
$4.14M ﹤0.01%
+59,142
439
$4.09M ﹤0.01%
66,094
-346
440
$4.04M ﹤0.01%
7,546
+527
441
$4.02M ﹤0.01%
92,711
-658
442
$3.83M ﹤0.01%
10,884
-735
443
$3.74M ﹤0.01%
111,068
+269
444
$3.65M ﹤0.01%
11,385
+4,488
445
$3.63M ﹤0.01%
58,419
+12,468
446
$3.6M ﹤0.01%
64,934
+2,378
447
$3.59M ﹤0.01%
61,371
+53,561
448
$3.59M ﹤0.01%
31,025
+3,543
449
$3.58M ﹤0.01%
95,890
450
$3.5M ﹤0.01%
18,946
+279