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
426
$9.43M 0.01%
160,269
-216
427
$9.36M 0.01%
68,365
-246
428
$9.34M 0.01%
511,000
+124,599
429
$9.33M 0.01%
246,881
-6,118
430
$9.27M 0.01%
273,076
-33,321
431
$9.1M 0.01%
49,944
-2,267
432
$9.07M 0.01%
+361,000
433
$9.06M 0.01%
308,405
+17,325
434
$8.95M 0.01%
240,967
+128
435
$8.92M 0.01%
845,082
-4,304
436
$8.9M 0.01%
135,882
-8,404
437
$8.73M 0.01%
745,998
+9,658
438
$8.72M 0.01%
321,354
+1,797
439
$8.72M 0.01%
138,618
+11,892
440
$8.69M 0.01%
543,855
+10,138
441
$8.66M 0.01%
283,351
-6,917
442
$8.64M 0.01%
27,433
+1,364
443
$8.61M 0.01%
238,870
-2,756
444
$8.45M 0.01%
84,586
-584
445
$8.08M ﹤0.01%
49,000
446
$8.07M ﹤0.01%
86,640
-2,216
447
$8.07M ﹤0.01%
20,889
-8,533
448
$8.06M ﹤0.01%
+117,000
449
$7.97M ﹤0.01%
180,472
450
$7.96M ﹤0.01%
2,046,000
+493,406