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
551
$1.23M ﹤0.01%
14,162
-3,674
552
$1.22M ﹤0.01%
15,404
+1,984
553
$1.22M ﹤0.01%
21,565
+13,325
554
$1.2M ﹤0.01%
23,132
+3,801
555
$1.2M ﹤0.01%
131,494
+96,487
556
$1.19M ﹤0.01%
2,877
+1,609
557
$1.15M ﹤0.01%
11,912
-5
558
$1.13M ﹤0.01%
5,544
+658
559
$1.12M ﹤0.01%
54,892
+6,043
560
$1.12M ﹤0.01%
4,525
+2,474
561
$1.11M ﹤0.01%
80,202
562
$1.11M ﹤0.01%
20,622
+2,915
563
$1.1M ﹤0.01%
+42,665
564
$1.1M ﹤0.01%
51,438
+8,407
565
$1.08M ﹤0.01%
14,178
-1,015
566
$1.06M ﹤0.01%
6,341
+989
567
$1.05M ﹤0.01%
7,348
+107
568
$1.05M ﹤0.01%
54,060
+19,052
569
$1.05M ﹤0.01%
32,064
-286
570
$1.05M ﹤0.01%
11,503
-651
571
$1.04M ﹤0.01%
4,730
+3,702
572
$1.04M ﹤0.01%
6,188
+3,624
573
$1.03M ﹤0.01%
2,245
+390
574
$1.02M ﹤0.01%
13,206
+696
575
$1.02M ﹤0.01%
21,386
-11,878
21 22
23
24 25