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
476
$5.67M ﹤0.01%
116,466
-3,974
477
$5.62M ﹤0.01%
75,725
+16,374
478
$5.57M ﹤0.01%
44,753
+705
479
$5.52M ﹤0.01%
19,494
-10,852
480
$5.49M ﹤0.01%
83,375
-386
481
$5.47M ﹤0.01%
27,591
+1,343
482
$5.39M ﹤0.01%
164,714
+7,292
483
$5.32M ﹤0.01%
5,057
-608
484
$5.23M ﹤0.01%
50,470
+3,069
485
$5.19M ﹤0.01%
40,615
+1,526
486
$5.08M ﹤0.01%
94,613
-7,715
487
$5.06M ﹤0.01%
67,324
-15,796
488
$5.01M ﹤0.01%
31,275
+3,102
489
$5M ﹤0.01%
31,797
-79
490
$4.99M ﹤0.01%
48,749
-1,371
491
$4.92M ﹤0.01%
125,681
-5,793
492
$4.81M ﹤0.01%
7,996
+3
493
$4.77M ﹤0.01%
533,686
-194,160
494
$4.7M ﹤0.01%
444,984
-66,902,858
495
$4.63M ﹤0.01%
73,557
-146
496
$4.56M ﹤0.01%
401,081
+155,419
497
$4.54M ﹤0.01%
172,529
+17,007
498
$4.49M ﹤0.01%
17,158
+39
499
$4.44M ﹤0.01%
7,736
+1,140
500
$4.33M ﹤0.01%
294,694
+9,285