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
$165B
AUM Growth
+$16.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,208
New
Increased
Reduced
Closed

Top Buys

1 +$1.11B
2 +$980M
3 +$880M
4
BA icon
Boeing
BA
+$843M
5
LVS icon
Las Vegas Sands
LVS
+$520M

Top Sells

1 +$1.34B
2 +$1.2B
3 +$1.08B
4
META icon
Meta Platforms (Facebook)
META
+$927M
5
NFLX icon
Netflix
NFLX
+$872M

Sector Composition

1 Technology 26.64%
2 Financials 11.65%
3 Consumer Discretionary 9.35%
4 Healthcare 9.23%
5 Industrials 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
701
$1.09M ﹤0.01%
4,322
-411
702
$1.09M ﹤0.01%
+17,132
703
$1.08M ﹤0.01%
44,334
+3,000
704
$1.04M ﹤0.01%
30,292
-341
705
$1.01M ﹤0.01%
96,348
+6,818
706
$1.01M ﹤0.01%
+20,202
707
$1.01M ﹤0.01%
+14,881
708
$993K ﹤0.01%
56,308
-297,980
709
$991K ﹤0.01%
36,799
710
$984K ﹤0.01%
+27,460
711
$979K ﹤0.01%
12,134
-857
712
$971K ﹤0.01%
43,182
-15,691
713
$969K ﹤0.01%
4,326
-93
714
$963K ﹤0.01%
11,603
-1,281
715
$952K ﹤0.01%
114,230
-886
716
$938K ﹤0.01%
33,670
-1,874
717
$916K ﹤0.01%
5,611
+871
718
$915K ﹤0.01%
134,792
719
$914K ﹤0.01%
+23,345
720
$910K ﹤0.01%
+31,644
721
$885K ﹤0.01%
12,204
-409
722
$860K ﹤0.01%
11,478
-1,038
723
$831K ﹤0.01%
35,903
-8,100
724
$827K ﹤0.01%
20,474
-109,139
725
$823K ﹤0.01%
3,851
-9,227