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
601
$1.74M ﹤0.01%
12,737
-2,281
602
$1.74M ﹤0.01%
62,612
603
$1.73M ﹤0.01%
291,981
-23,849
604
$1.73M ﹤0.01%
86,797
-18,738
605
$1.69M ﹤0.01%
56,189
606
$1.68M ﹤0.01%
108,023
607
$1.68M ﹤0.01%
25,960
+7,797
608
$1.68M ﹤0.01%
+21,366
609
$1.66M ﹤0.01%
51,703
610
$1.66M ﹤0.01%
10,779
-2,400
611
$1.66M ﹤0.01%
239,286
+14,802
612
$1.65M ﹤0.01%
+48,388
613
$1.6M ﹤0.01%
7,986
-776
614
$1.59M ﹤0.01%
46,790
+7,535
615
$1.58M ﹤0.01%
5,505
+85
616
$1.57M ﹤0.01%
30,709
617
$1.5M ﹤0.01%
47,309
-25
618
$1.49M ﹤0.01%
45,900
619
$1.43M ﹤0.01%
99,243
+8,533
620
$1.43M ﹤0.01%
14,978
+1,092
621
$1.41M ﹤0.01%
41,152
622
$1.41M ﹤0.01%
46,197
-12,103
623
$1.4M ﹤0.01%
24,833
+3,016
624
$1.4M ﹤0.01%
129,415
-19,630
625
$1.38M ﹤0.01%
97,581
+39,436