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
551
$3.44M ﹤0.01%
81,017
-3,022
552
$3.35M ﹤0.01%
7,609
-9,401
553
$3.33M ﹤0.01%
80,902
-20,838
554
$3.31M ﹤0.01%
55,088
-38,285
555
$3.28M ﹤0.01%
854,737
+2,705
556
$3.27M ﹤0.01%
51,836
-10,831
557
$3.25M ﹤0.01%
77,552
+6,615
558
$3.24M ﹤0.01%
85,473
-10,508
559
$3.2M ﹤0.01%
207,849
-1,869
560
$3.13M ﹤0.01%
43,296
-278
561
$3.13M ﹤0.01%
183,025
-44,899
562
$3.05M ﹤0.01%
117,326
+66,487
563
$2.99M ﹤0.01%
77,903
+794
564
$2.98M ﹤0.01%
14,343
-1,726
565
$2.94M ﹤0.01%
39,900
+242
566
$2.93M ﹤0.01%
40,499
+13,948
567
$2.83M ﹤0.01%
87,230
+6,778
568
$2.82M ﹤0.01%
26,582
+1,309
569
$2.8M ﹤0.01%
24,583
-10,815
570
$2.79M ﹤0.01%
106,712
+717
571
$2.77M ﹤0.01%
115,266
+5,728
572
$2.77M ﹤0.01%
122,601
-44,130
573
$2.77M ﹤0.01%
162,245
-13,842
574
$2.76M ﹤0.01%
26,124
+2,224
575
$2.76M ﹤0.01%
12,090
-61