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
526
$3.34M ﹤0.01%
148,384
-8,181
527
$3.33M ﹤0.01%
5,769
-280
528
$3.29M ﹤0.01%
132,363
+32,297
529
$3.27M ﹤0.01%
31,256
+2,834
530
$3.21M ﹤0.01%
132,503
531
$3.19M ﹤0.01%
8,315
-5,580
532
$3.18M ﹤0.01%
62,355
+12,444
533
$3.12M ﹤0.01%
432,545
-3,876
534
$3.08M ﹤0.01%
73,768
-9,071
535
$3M ﹤0.01%
66,868
-9,761
536
$2.99M ﹤0.01%
194,599
+31,980
537
$2.96M ﹤0.01%
38,360
-600
538
$2.92M ﹤0.01%
52,700
+1,407
539
$2.91M ﹤0.01%
70,265
+13,974
540
$2.87M ﹤0.01%
37,010
+8,392
541
$2.85M ﹤0.01%
15,979
-280
542
$2.84M ﹤0.01%
7,447
-2,174
543
$2.84M ﹤0.01%
18,840
-152
544
$2.81M ﹤0.01%
62,276
-1,000
545
$2.8M ﹤0.01%
16,319
-2,113
546
$2.78M ﹤0.01%
228,611
-1,272
547
$2.78M ﹤0.01%
54,162
548
$2.76M ﹤0.01%
7,354
-1,860
549
$2.76M ﹤0.01%
59,901
-13,046
550
$2.7M ﹤0.01%
91,518
-3,879