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
501
$4.29M ﹤0.01%
62,570
+220
502
$4.25M ﹤0.01%
169,009
+1,644
503
$4.24M ﹤0.01%
26,051
-3,017
504
$4.23M ﹤0.01%
180,322
-64,845
505
$4.23M ﹤0.01%
7,598
-127
506
$4.16M ﹤0.01%
57,766
-4,978
507
$4.06M ﹤0.01%
82,931
-15,701
508
$4.06M ﹤0.01%
23,733
+4,282
509
$3.98M ﹤0.01%
52,951
-6,551
510
$3.94M ﹤0.01%
155,131
+12,248
511
$3.94M ﹤0.01%
6,742
+61
512
$3.86M ﹤0.01%
37,752
+3,759
513
$3.82M ﹤0.01%
126,046
+10,589
514
$3.77M ﹤0.01%
44,780
-4,526
515
$3.77M ﹤0.01%
242,684
+37,939
516
$3.74M ﹤0.01%
89,453
+25,996
517
$3.7M ﹤0.01%
12,839
-2,451
518
$3.69M ﹤0.01%
78,094
+229
519
$3.62M ﹤0.01%
12,256
-2,740
520
$3.41M ﹤0.01%
15,420
-2,197
521
$3.4M ﹤0.01%
495,317
522
$3.38M ﹤0.01%
12,466
-50,154
523
$3.37M ﹤0.01%
6,519
+492
524
$3.36M ﹤0.01%
66,766
+5,604
525
$3.35M ﹤0.01%
10,415
+381
19 20
21
22 23