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
701
$426K ﹤0.01%
12,994
-2,471
702
$424K ﹤0.01%
5,846
-131
703
$421K ﹤0.01%
3,874
+86
704
$421K ﹤0.01%
2,610
+375
705
$419K ﹤0.01%
2,291
+311
706
$413K ﹤0.01%
7,488
+3,167
707
$409K ﹤0.01%
1,940
-22
708
$408K ﹤0.01%
4,626
-2,018
709
$406K ﹤0.01%
860
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710
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972
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711
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6,863
712
$393K ﹤0.01%
4,421
+1,006
713
$392K ﹤0.01%
+4,665
714
$391K ﹤0.01%
5,773
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715
$386K ﹤0.01%
+2,567
716
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4,744
+2,009
717
$382K ﹤0.01%
3,244
-332
718
$382K ﹤0.01%
+2,577
719
$379K ﹤0.01%
+14,808
720
$376K ﹤0.01%
4,410
+778
721
$373K ﹤0.01%
2,218
+64
722
$372K ﹤0.01%
4,811
+564
723
$363K ﹤0.01%
2,272
+909
724
$363K ﹤0.01%
5,779
-7
725
$358K ﹤0.01%
+7,605