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
426
$9.14M ﹤0.01%
45,521
-3,138
427
$9.14M ﹤0.01%
103,307
+13,851
428
$9.1M ﹤0.01%
280,108
-3,243
429
$9.05M ﹤0.01%
1,002,957
+27,493
430
$9.04M ﹤0.01%
49,973
+37,718
431
$8.84M ﹤0.01%
253,839
+164
432
$8.81M ﹤0.01%
117,017
+2
433
$8.8M ﹤0.01%
595,633
-22,863
434
$8.77M ﹤0.01%
1,233,177
-733
435
$8.74M ﹤0.01%
482,967
-283
436
$8.63M ﹤0.01%
28,740
-34
437
$8.53M ﹤0.01%
98,369
-199
438
$8.51M ﹤0.01%
236,373
+30,667
439
$8.5M ﹤0.01%
338,000
440
$8.37M ﹤0.01%
122,902
-36,302
441
$8.33M ﹤0.01%
100,089
-86
442
$8M ﹤0.01%
204,620
-27
443
$7.94M ﹤0.01%
119,296
+21,597
444
$7.94M ﹤0.01%
43,932
+9,371
445
$7.87M ﹤0.01%
68,270
+4,930
446
$7.74M ﹤0.01%
55,378
-1,489
447
$7.68M ﹤0.01%
38,914
-885
448
$7.67M ﹤0.01%
60,836
-4,588
449
$7.66M ﹤0.01%
26,440
450
$7.3M ﹤0.01%
260,785
+18,147