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
26
$2.65B 1.09%
3,186,222
+31,879
27
$2.64B 1.08%
9,584,713
+196,891
28
$2.52B 1.03%
4,859,584
+93,143
29
$2.38B 0.97%
3,827,671
+107,482
30
$2.35B 0.96%
8,665,409
-230,505
31
$2.35B 0.96%
4,782,381
+86,208
32
$2.34B 0.96%
22,404,981
+590,872
33
$2.24B 0.92%
18,471,471
+852,183
34
$2.08B 0.85%
2,192,247
+40,865
35
$2.03B 0.83%
4,117,490
+99,145
36
$1.87B 0.77%
3,197,167
+107,097
37
$1.81B 0.74%
28,970,357
+911,694
38
$1.79B 0.74%
45,215,832
+1,731,003
39
$1.76B 0.72%
418,742
+13,429
40
$1.75B 0.72%
18,265,598
+1,404,263
41
$1.66B 0.68%
14,653,435
+387,420
42
$1.63B 0.67%
2,636,558
+65,586
43
$1.62B 0.66%
24,530,647
+507,311
44
$1.58B 0.65%
13,305,474
-65,153
45
$1.55B 0.63%
6,285,585
+143,896
46
$1.53B 0.63%
4,239,975
-42,726
47
$1.53B 0.63%
18,714,730
+110,930
48
$1.49B 0.61%
1,662,968
+56,830
49
$1.47B 0.6%
22,727,852
+54,329
50
$1.45B 0.59%
9,694,297
+72,097