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
$179B
AUM Growth
+$17.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,147
New
Increased
Reduced
Closed

Top Buys

1 +$784M
2 +$762M
3 +$712M
4
META icon
Meta Platforms (Facebook)
META
+$671M
5
UBER icon
Uber
UBER
+$635M

Top Sells

1 +$1.16B
2 +$920M
3 +$897M
4
UNH icon
UnitedHealth
UNH
+$781M
5
CSCO icon
Cisco
CSCO
+$637M

Sector Composition

1 Technology 30.01%
2 Healthcare 10.79%
3 Financials 10.13%
4 Consumer Discretionary 9.89%
5 Communication Services 8.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
626
$656K ﹤0.01%
7,743
+5,095
627
$649K ﹤0.01%
2,557
+31
628
$645K ﹤0.01%
5,440
+467
629
$642K ﹤0.01%
3,714
-548
630
$640K ﹤0.01%
8,131
-359
631
$640K ﹤0.01%
1,760
+999
632
$627K ﹤0.01%
6,805
-65
633
$626K ﹤0.01%
1,454
-58
634
$626K ﹤0.01%
20,568
-3,193
635
$624K ﹤0.01%
+39,802
636
$622K ﹤0.01%
7,704
+943
637
$620K ﹤0.01%
8,963
+85
638
$618K ﹤0.01%
12,636
+238
639
$618K ﹤0.01%
7,602
+3,502
640
$616K ﹤0.01%
2,506
-611
641
$614K ﹤0.01%
+2,411
642
$611K ﹤0.01%
+2,024
643
$605K ﹤0.01%
13,054
-735
644
$604K ﹤0.01%
18,568
+278
645
$603K ﹤0.01%
10,526
+20
646
$599K ﹤0.01%
8,252
+340
647
$594K ﹤0.01%
20,511
+2,627
648
$589K ﹤0.01%
8,579
-868
649
$589K ﹤0.01%
9,209
+1,730
650
$588K ﹤0.01%
+6,397