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
626
$1.36M ﹤0.01%
3,102
-50
627
$1.35M ﹤0.01%
12,866
-6,179
628
$1.35M ﹤0.01%
70,566
629
$1.34M ﹤0.01%
+125,577
630
$1.33M ﹤0.01%
6,424
-1,177
631
$1.33M ﹤0.01%
10,973
-3,019
632
$1.33M ﹤0.01%
198,448
-90,915
633
$1.32M ﹤0.01%
8,270
-448
634
$1.31M ﹤0.01%
22,451
-2,243
635
$1.3M ﹤0.01%
40,329
+612
636
$1.29M ﹤0.01%
7,331
+95
637
$1.29M ﹤0.01%
151,626
638
$1.27M ﹤0.01%
34,695
+19,249
639
$1.25M ﹤0.01%
124,521
+50,994
640
$1.22M ﹤0.01%
566,941
641
$1.21M ﹤0.01%
86,338
642
$1.19M ﹤0.01%
154,947
643
$1.19M ﹤0.01%
11,972
+2
644
$1.17M ﹤0.01%
4,742
-2,143
645
$1.16M ﹤0.01%
12,390
+3,543
646
$1.14M ﹤0.01%
21,971
-3,185
647
$1.14M ﹤0.01%
40,605
-14,412
648
$1.13M ﹤0.01%
117,640
+9,388
649
$1.13M ﹤0.01%
37,070
-37
650
$1.12M ﹤0.01%
111,632
-755
24 25
26
27 28