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
$169B
AUM Growth
-$9.08B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,180
New
Increased
Reduced
Closed

Top Buys

1 +$1.08B
2 +$860M
3 +$703M
4
AMZN icon
Amazon
AMZN
+$641M
5
NVDA icon
NVIDIA
NVDA
+$604M

Top Sells

1 +$813M
2 +$686M
3 +$671M
4
INTC icon
Intel
INTC
+$658M
5
CSCO icon
Cisco
CSCO
+$636M

Sector Composition

1 Technology 29.43%
2 Healthcare 10.84%
3 Financials 9.96%
4 Consumer Discretionary 9.46%
5 Communication Services 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
$865K ﹤0.01%
8,067
+2,627
577
$840K ﹤0.01%
11,976
+64
578
$828K ﹤0.01%
2,261
+807
579
$804K ﹤0.01%
5,706
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9,738
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581
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69,588
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582
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35,858
583
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3,224
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4,901
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586
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588
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3,431
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13,901
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596
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11,129
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597
$713K ﹤0.01%
3,149
-180
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$705K ﹤0.01%
3,754
+324
599
$704K ﹤0.01%
38,330
-15,730
600
$703K ﹤0.01%
545,198