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
451
$7.26M ﹤0.01%
399,723
452
$7.19M ﹤0.01%
223,782
-33,829
453
$7.16M ﹤0.01%
541,317
-968
454
$7.01M ﹤0.01%
118,632
-1,898
455
$6.97M ﹤0.01%
124,433
-49
456
$6.81M ﹤0.01%
21,342
+1,334
457
$6.69M ﹤0.01%
30,384
-1,554
458
$6.65M ﹤0.01%
60,231
-303
459
$6.6M ﹤0.01%
165,005
+24,660
460
$6.52M ﹤0.01%
26,727
+1,563
461
$6.47M ﹤0.01%
30,840
+6,167
462
$6.45M ﹤0.01%
56,073
-35
463
$6.44M ﹤0.01%
210,379
+28,137
464
$6.43M ﹤0.01%
55,640
+9,566
465
$6.4M ﹤0.01%
61,623
+54,369
466
$6.34M ﹤0.01%
12,521
-31
467
$6.33M ﹤0.01%
158,410
+8,065
468
$6.19M ﹤0.01%
146,563
-6,457
469
$6.05M ﹤0.01%
105,084
-13,352
470
$6.03M ﹤0.01%
318,032
471
$5.96M ﹤0.01%
59,574
+6,555
472
$5.88M ﹤0.01%
734,019
+628,186
473
$5.83M ﹤0.01%
120,218
+1,015
474
$5.73M ﹤0.01%
17,983
-259
475
$5.72M ﹤0.01%
92,441
+7,626