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
476
$6.49M ﹤0.01%
64,142
-126
477
$6.39M ﹤0.01%
214,000
478
$6.13M ﹤0.01%
111,533
-42,939
479
$6.11M ﹤0.01%
12,928
-3,278
480
$6.08M ﹤0.01%
1,215,194
481
$6.04M ﹤0.01%
41,456
-7,239
482
$6M ﹤0.01%
38,751
+7,751
483
$5.99M ﹤0.01%
426,100
+131
484
$5.92M ﹤0.01%
80,172
+2,339
485
$5.89M ﹤0.01%
151,427
-94,152
486
$5.87M ﹤0.01%
125,137
+3,707
487
$5.84M ﹤0.01%
67,423
-17,928
488
$5.84M ﹤0.01%
62,536
-27,296
489
$5.8M ﹤0.01%
182,243
-34,931
490
$5.79M ﹤0.01%
23,467
-3,568
491
$5.7M ﹤0.01%
213,425
+5,897
492
$5.67M ﹤0.01%
72,493
-17,686
493
$5.65M ﹤0.01%
38,112
-2,070
494
$5.64M ﹤0.01%
158,190
-570
495
$5.63M ﹤0.01%
42,611
+3,523
496
$5.63M ﹤0.01%
39,503
+8,114
497
$5.56M ﹤0.01%
296,474
+28,547
498
$5.54M ﹤0.01%
141,452
-154,522
499
$5.52M ﹤0.01%
41,420
-3,834
500
$5.44M ﹤0.01%
60,136
+3,771