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
676
$497K ﹤0.01%
1,867
+964
677
$490K ﹤0.01%
8,643
+708
678
$487K ﹤0.01%
9,557
679
$485K ﹤0.01%
3,461
+439
680
$482K ﹤0.01%
4,372
+434
681
$474K ﹤0.01%
2,857
-537
682
$473K ﹤0.01%
1,264
+307
683
$468K ﹤0.01%
14,964
-4,191
684
$465K ﹤0.01%
5,010
+270
685
$465K ﹤0.01%
1,904
+764
686
$464K ﹤0.01%
3,489
-1,515
687
$463K ﹤0.01%
5,946
+1,633
688
$463K ﹤0.01%
1,195
-296
689
$460K ﹤0.01%
1,748
-974
690
$459K ﹤0.01%
11,508
-3,705
691
$457K ﹤0.01%
4,219
-828
692
$455K ﹤0.01%
2,795
+1,304
693
$455K ﹤0.01%
5,666
-754
694
$453K ﹤0.01%
2,004
+701
695
$450K ﹤0.01%
3,986
696
$444K ﹤0.01%
24,861
-1,509
697
$433K ﹤0.01%
3,172
-404
698
$431K ﹤0.01%
31,409
+13,536
699
$429K ﹤0.01%
+3,326
700
$428K ﹤0.01%
11,438
+2,519