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
576
$2.09M ﹤0.01%
11,087
-1,907
577
$2.08M ﹤0.01%
61,948
-3,044
578
$2.07M ﹤0.01%
38,358
-23,967
579
$2.05M ﹤0.01%
32,225
-1,719
580
$2.05M ﹤0.01%
38,493
581
$2.05M ﹤0.01%
103,067
582
$2.05M ﹤0.01%
52,781
583
$1.92M ﹤0.01%
73,138
-125
584
$1.92M ﹤0.01%
19,248
+37
585
$1.9M ﹤0.01%
56,809
586
$1.9M ﹤0.01%
17,164
-1,837
587
$1.89M ﹤0.01%
6,518
+296
588
$1.88M ﹤0.01%
7,242
-178
589
$1.88M ﹤0.01%
75,781
-18,773
590
$1.87M ﹤0.01%
48,086
+2,987
591
$1.87M ﹤0.01%
+36,913
592
$1.85M ﹤0.01%
14,088
-59
593
$1.84M ﹤0.01%
22,234
594
$1.83M ﹤0.01%
40,274
+2,035
595
$1.81M ﹤0.01%
75,175
-182
596
$1.77M ﹤0.01%
65,792
597
$1.77M ﹤0.01%
55,735
-31,856
598
$1.76M ﹤0.01%
7,092
-391
599
$1.76M ﹤0.01%
13,400
+635
600
$1.75M ﹤0.01%
7,398
+341