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
26
$1.45B 0.81%
7,004,189
+168,085
27
$1.44B 0.8%
2,152,554
+139,982
28
$1.41B 0.79%
15,077,243
+484,081
29
$1.4B 0.78%
16,001,088
+683,095
30
$1.34B 0.75%
8,020,213
+180,980
31
$1.3B 0.73%
18,020,420
+577,390
32
$1.27B 0.71%
11,067,291
+720,096
33
$1.24B 0.69%
4,925,847
+157,857
34
$1.24B 0.69%
8,825,218
-4,664
35
$1.23B 0.69%
24,969,620
+1,030,994
36
$1.23B 0.69%
8,762,768
+386,089
37
$1.19B 0.67%
4,074,813
+187,466
38
$1.18B 0.66%
7,432,325
+323,036
39
$1.17B 0.66%
20,109,886
+520,259
40
$1.16B 0.65%
3,025,215
+197,384
41
$1.12B 0.63%
12,934,720
-300,083
42
$1.03B 0.57%
6,908,934
+205,541
43
$1.03B 0.57%
10,448,069
+474,238
44
$952M 0.53%
22,595,384
+1,925,248
45
$919M 0.51%
4,962,120
+162,702
46
$908M 0.51%
10,384,666
+79,637
47
$907M 0.51%
13,552,659
+194,326
48
$901M 0.5%
17,981,595
+75,166
49
$879M 0.49%
6,782,302
+357,605
50
$877M 0.49%
2,204,711
+168,682
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2
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