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
651
$584K ﹤0.01%
1,715
+397
652
$583K ﹤0.01%
3,393
-2,670
653
$580K ﹤0.01%
10,766
-7,659
654
$579K ﹤0.01%
7,918
655
$578K ﹤0.01%
5,048
-1,634
656
$572K ﹤0.01%
9,392
-641
657
$558K ﹤0.01%
+8,402
658
$555K ﹤0.01%
4,097
+742
659
$555K ﹤0.01%
9,273
+4,385
660
$554K ﹤0.01%
13,447
-232
661
$553K ﹤0.01%
8,317
-137
662
$548K ﹤0.01%
3,946
+670
663
$542K ﹤0.01%
1,781
+819
664
$540K ﹤0.01%
14,332
+2,202
665
$534K ﹤0.01%
28,152
+12,756
666
$526K ﹤0.01%
16,599
-2,725
667
$524K ﹤0.01%
1,416
+365
668
$524K ﹤0.01%
5,640
-17
669
$519K ﹤0.01%
+14,918
670
$517K ﹤0.01%
4,694
+1,087
671
$517K ﹤0.01%
6,804
+2,237
672
$513K ﹤0.01%
7,714
+820
673
$512K ﹤0.01%
6,522
+2,721
674
$509K ﹤0.01%
13,422
+4,714
675
$501K ﹤0.01%
22,808
+7,362