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
526
$4.32M ﹤0.01%
208,278
+13,785
527
$4.32M ﹤0.01%
28,338
+2
528
$4.27M ﹤0.01%
184,024
-6,359
529
$4.19M ﹤0.01%
26,491
-10,796
530
$4.18M ﹤0.01%
189,424
-687
531
$4.09M ﹤0.01%
123,492
+66,642
532
$4.09M ﹤0.01%
86,134
+26,675
533
$4.09M ﹤0.01%
460,587
534
$4.08M ﹤0.01%
42,564
-1,144
535
$3.98M ﹤0.01%
33,683
-308
536
$3.94M ﹤0.01%
18,675
-5,765
537
$3.94M ﹤0.01%
562,958
+106,629
538
$3.87M ﹤0.01%
13,843
-1,780
539
$3.85M ﹤0.01%
157,141
+13,118
540
$3.83M ﹤0.01%
164,053
-46,953
541
$3.79M ﹤0.01%
104,958
-1,767
542
$3.78M ﹤0.01%
42,520
-15,016
543
$3.65M ﹤0.01%
127,257
-5,756
544
$3.64M ﹤0.01%
74,720
+8,218
545
$3.62M ﹤0.01%
866,975
-28,461
546
$3.61M ﹤0.01%
127,926
-3,502
547
$3.59M ﹤0.01%
4,367
-239
548
$3.5M ﹤0.01%
70,058
-6,291
549
$3.48M ﹤0.01%
7,239
-787
550
$3.46M ﹤0.01%
8,444
-322