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
501
$5.41M ﹤0.01%
132,405
-8,786
502
$5.41M ﹤0.01%
42,902
-12,768
503
$5.36M ﹤0.01%
179,005
-110
504
$5.34M ﹤0.01%
195,053
505
$5.33M ﹤0.01%
9,909
-73,599
506
$5.31M ﹤0.01%
136,485
-14,109
507
$5.29M ﹤0.01%
217,201
-7,488
508
$5.27M ﹤0.01%
144,833
-8,780
509
$5.24M ﹤0.01%
25,801
+417
510
$5.17M ﹤0.01%
18,656
-631
511
$5.15M ﹤0.01%
113,565
-1,438,156
512
$5.09M ﹤0.01%
49,442
-600
513
$5.08M ﹤0.01%
1,379,614
+28,710
514
$5.03M ﹤0.01%
126,291
-6,827
515
$5.01M ﹤0.01%
30,176
+15,733
516
$4.97M ﹤0.01%
418,552
-236
517
$4.91M ﹤0.01%
158,031
+25,649
518
$4.85M ﹤0.01%
65,252
-7,579
519
$4.62M ﹤0.01%
69,899
+96
520
$4.61M ﹤0.01%
26,319
+12,493
521
$4.59M ﹤0.01%
76,031
+195
522
$4.48M ﹤0.01%
52,931
+25,796
523
$4.4M ﹤0.01%
204,073
-63,382
524
$4.38M ﹤0.01%
27,492
-2,714
525
$4.36M ﹤0.01%
60,438
+322