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
551
$2.65M ﹤0.01%
120,426
-10,601
552
$2.58M ﹤0.01%
15,865
+4,868
553
$2.58M ﹤0.01%
26,868
+6,532
554
$2.48M ﹤0.01%
10,751
-6,694
555
$2.45M ﹤0.01%
40,002
-27
556
$2.44M ﹤0.01%
131,681
557
$2.4M ﹤0.01%
46,915
+6,444
558
$2.38M ﹤0.01%
188,540
+2,677
559
$2.37M ﹤0.01%
122,260
+110,516
560
$2.34M ﹤0.01%
115,425
-658
561
$2.34M ﹤0.01%
39,218
-10,789
562
$2.32M ﹤0.01%
31,065
563
$2.3M ﹤0.01%
656,394
564
$2.28M ﹤0.01%
16,855
+7,942
565
$2.27M ﹤0.01%
24,787
+1,079
566
$2.27M ﹤0.01%
18,155
+239
567
$2.26M ﹤0.01%
6,305
+1,150
568
$2.26M ﹤0.01%
17,888
-2,678
569
$2.26M ﹤0.01%
10,003
+456
570
$2.25M ﹤0.01%
30,387
571
$2.2M ﹤0.01%
50,205
572
$2.19M ﹤0.01%
8,643
-590
573
$2.18M ﹤0.01%
25,752
-7,643
574
$2.17M ﹤0.01%
14,471
-1,580
575
$2.11M ﹤0.01%
108,118
+256
21 22
23
24 25