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
651
$1.11M ﹤0.01%
32,989
-28,537
652
$1.1M ﹤0.01%
20,889
-30,854
653
$1.07M ﹤0.01%
12,816
+2,981
654
$1.05M ﹤0.01%
+251,035
655
$1.04M ﹤0.01%
140,695
656
$1.04M ﹤0.01%
35,663
+1,014
657
$1.02M ﹤0.01%
73,301
658
$1M ﹤0.01%
5,508
-569
659
$967K ﹤0.01%
2,150
+660
660
$966K ﹤0.01%
2,731
-610
661
$963K ﹤0.01%
16,806
+5,853
662
$961K ﹤0.01%
24,521
-79
663
$960K ﹤0.01%
+102,377
664
$956K ﹤0.01%
45,884
+4,334
665
$952K ﹤0.01%
13,546
+122
666
$943K ﹤0.01%
7,698
-216
667
$939K ﹤0.01%
2,987
+2,186
668
$939K ﹤0.01%
271,337
669
$928K ﹤0.01%
11,892
-240
670
$921K ﹤0.01%
27,068
-629
671
$915K ﹤0.01%
36,961
672
$915K ﹤0.01%
52,127
673
$910K ﹤0.01%
14,275
+710
674
$903K ﹤0.01%
9,887
-1,483
675
$901K ﹤0.01%
11,541
-10,510
25 26
27
28 29