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
476
$2.67M ﹤0.01%
40,173
+16,935
477
$2.64M ﹤0.01%
+65,964
478
$2.64M ﹤0.01%
12,652
+970
479
$2.63M ﹤0.01%
58,146
+31,874
480
$2.62M ﹤0.01%
19,477
-1,177
481
$2.6M ﹤0.01%
41,782
+22,469
482
$2.53M ﹤0.01%
70,587
+34,575
483
$2.51M ﹤0.01%
39,535
+3,828
484
$2.44M ﹤0.01%
755,305
+462,563
485
$2.42M ﹤0.01%
31,920
+2,262
486
$2.42M ﹤0.01%
45,491
-5,729
487
$2.38M ﹤0.01%
86,231
+27,464
488
$2.26M ﹤0.01%
30,320
+4,616
489
$2.26M ﹤0.01%
121,531
+6,068
490
$2.22M ﹤0.01%
87,935
+43,717
491
$2.2M ﹤0.01%
46,419
+6,126
492
$2.2M ﹤0.01%
47,100
-1,661
493
$2.2M ﹤0.01%
44,985
+3,293
494
$2.19M ﹤0.01%
56,074
+2,246
495
$2.15M ﹤0.01%
17,498
+4,687
496
$2.14M ﹤0.01%
39,289
-4,838
497
$2.1M ﹤0.01%
33,688
+2,450
498
$2.06M ﹤0.01%
59,421
+13,402
499
$2.06M ﹤0.01%
88,380
+172
500
$2.02M ﹤0.01%
73,068
+195
18 19
20
21 22