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
526
$1.65M ﹤0.01%
7,518
+1,500
527
$1.64M ﹤0.01%
21,960
-2,256
528
$1.63M ﹤0.01%
12,183
+1,215
529
$1.62M ﹤0.01%
3,403
+525
530
$1.62M ﹤0.01%
193,093
+2,679
531
$1.61M ﹤0.01%
20,925
+9,722
532
$1.58M ﹤0.01%
135,100
+27,622
533
$1.57M ﹤0.01%
15,137
+4,418
534
$1.55M ﹤0.01%
25,560
+6,242
535
$1.51M ﹤0.01%
18,910
+605
536
$1.46M ﹤0.01%
19,380
+1,621
537
$1.45M ﹤0.01%
240,060
+144,753
538
$1.4M ﹤0.01%
39,114
-524
539
$1.38M ﹤0.01%
26,243
-498
540
$1.38M ﹤0.01%
7,943
-295
541
$1.38M ﹤0.01%
48,960
+12,812
542
$1.37M ﹤0.01%
44,118
+15,938
543
$1.36M ﹤0.01%
12,882
-499
544
$1.36M ﹤0.01%
+33,154
545
$1.34M ﹤0.01%
9,749
-123
546
$1.31M ﹤0.01%
7,318
+108
547
$1.27M ﹤0.01%
9,809
+2,791
548
$1.26M ﹤0.01%
30,161
+8,466
549
$1.25M ﹤0.01%
20,719
-68
550
$1.24M ﹤0.01%
13,098
+735
20 21
22
23 24