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
451
$7.86M ﹤0.01%
1,093,716
-151,065
452
$7.85M ﹤0.01%
317,644
-31,984
453
$7.84M ﹤0.01%
436,000
454
$7.83M ﹤0.01%
609,073
-65,756
455
$7.67M ﹤0.01%
110,219
-5,451
456
$7.63M ﹤0.01%
112,575
-46,318
457
$7.61M ﹤0.01%
157,120
-43,757
458
$7.54M ﹤0.01%
571,544
-23,986
459
$7.42M ﹤0.01%
356,264
-28,167
460
$7.39M ﹤0.01%
+179,290
461
$7.33M ﹤0.01%
209,000
-39
462
$7.3M ﹤0.01%
2,723,902
-85,542
463
$7.27M ﹤0.01%
420,458
-61,539
464
$7.21M ﹤0.01%
163,019
-430
465
$7.18M ﹤0.01%
95,000
-10,093
466
$7.15M ﹤0.01%
404,000
467
$7M ﹤0.01%
32,194
-1,485
468
$6.96M ﹤0.01%
101,967
+5,205
469
$6.85M ﹤0.01%
103,621
-5,723
470
$6.76M ﹤0.01%
115,728
-447
471
$6.75M ﹤0.01%
20,275
-611
472
$6.6M ﹤0.01%
51,734
-1,651
473
$6.58M ﹤0.01%
664,996
+1,274
474
$6.58M ﹤0.01%
57,977
-13,384
475
$6.5M ﹤0.01%
176,904
-12,488