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
26
$1.3B 0.79%
2,606,516
+35,763
27
$1.28B 0.78%
25,973,010
+740,418
28
$1.25B 0.76%
15,749,812
-2,302,190
29
$1.25B 0.76%
3,438,704
-48,345
30
$1.23B 0.75%
1,842,986
+58,423
31
$1.23B 0.75%
21,404,593
+321,679
32
$1.19B 0.72%
20,106,785
-3,221,951
33
$1.15B 0.7%
18,116,034
+279,634
34
$1.13B 0.69%
9,234,769
+176,368
35
$1.13B 0.68%
6,895,338
+82,321
36
$1.12B 0.68%
4,386,099
+69,128
37
$1.12B 0.68%
5,561,452
+82,020
38
$1.12B 0.68%
2,508,206
+95,437
39
$1.11B 0.67%
23,626,271
+23,616,143
40
$1.1B 0.67%
10,566,516
+387,865
41
$1.1B 0.67%
8,435,626
+316,375
42
$1.07B 0.65%
3,734,878
+67,110
43
$1.06B 0.65%
14,012,399
+413,473
44
$1.02B 0.62%
12,616,648
-277,906
45
$1.02B 0.62%
4,550,560
+47,991
46
$1.01B 0.62%
16,630,445
-651,425
47
$1.01B 0.61%
32,760,750
-18,826,558
48
$1.01B 0.61%
4,758,354
-4,374,315
49
$1B 0.61%
14,572,430
+147,949
50
$980M 0.6%
+33,536,153