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
451
$3.48M ﹤0.01%
83,094
+9,193
452
$3.41M ﹤0.01%
311,612
+183,965
453
$3.31M ﹤0.01%
91,575
-5,200
454
$3.29M ﹤0.01%
5,216
+142
455
$3.29M ﹤0.01%
242,758
-10,016
456
$3.28M ﹤0.01%
16,683
+3,735
457
$3.25M ﹤0.01%
+56,160
458
$3.23M ﹤0.01%
27,730
-925
459
$3.19M ﹤0.01%
151,058
+78,327
460
$3.18M ﹤0.01%
40,880
+15,511
461
$3.17M ﹤0.01%
29,399
+5,383
462
$3.1M ﹤0.01%
20,088
+5,016
463
$3.03M ﹤0.01%
10,727
-1,358
464
$2.99M ﹤0.01%
21,964
+10
465
$2.96M ﹤0.01%
57,042
-50,149
466
$2.89M ﹤0.01%
39,316
+454
467
$2.84M ﹤0.01%
31,580
+138
468
$2.84M ﹤0.01%
43,883
-1,495
469
$2.84M ﹤0.01%
24,508
+1,712
470
$2.78M ﹤0.01%
31,902
+4,010
471
$2.77M ﹤0.01%
46,750
+5,485
472
$2.74M ﹤0.01%
34,348
473
$2.74M ﹤0.01%
55,118
+10,811
474
$2.68M ﹤0.01%
20,062
-8,843
475
$2.68M ﹤0.01%
16,978
+2,496
17 18
19
20 21