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
501
$1.99M ﹤0.01%
5,088
+399
502
$1.97M ﹤0.01%
9,739
-941
503
$1.95M ﹤0.01%
109,464
+41,118
504
$1.95M ﹤0.01%
9,737
+2,606
505
$1.92M ﹤0.01%
92,267
+5,705
506
$1.89M ﹤0.01%
2,330
-13,063
507
$1.86M ﹤0.01%
70,897
-4,186
508
$1.85M ﹤0.01%
12,465
-141
509
$1.85M ﹤0.01%
2,770
-352
510
$1.85M ﹤0.01%
30,309
-661
511
$1.84M ﹤0.01%
99,242
+29,372
512
$1.84M ﹤0.01%
16,145
-2,103
513
$1.84M ﹤0.01%
31,312
+1,981
514
$1.83M ﹤0.01%
153,933
+11,093
515
$1.82M ﹤0.01%
208,988
+126,366
516
$1.81M ﹤0.01%
73,164
+23,966
517
$1.8M ﹤0.01%
265,552
+63,751
518
$1.77M ﹤0.01%
36,284
-50
519
$1.75M ﹤0.01%
235,981
+151,183
520
$1.73M ﹤0.01%
5,274
-769
521
$1.69M ﹤0.01%
16,462
-2,243
522
$1.69M ﹤0.01%
15,455
-134
523
$1.69M ﹤0.01%
144,517
+58,599
524
$1.68M ﹤0.01%
14,434
+12,444
525
$1.66M ﹤0.01%
164,202
19 20
21
22 23