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
51
$874M 0.49%
11,409,682
+776,418
52
$847M 0.47%
5,836,030
+890,874
53
$839M 0.47%
3,138,748
+162,897
54
$813M 0.46%
18,735,514
+582,687
55
$810M 0.45%
12,778,754
-10,049,717
56
$803M 0.45%
14,573,734
+309,414
57
$800M 0.45%
5,167,619
-5,937,853
58
$776M 0.43%
15,059,795
-17,424,707
59
$774M 0.43%
6,597,471
+343,591
60
$774M 0.43%
1,203,273
+1,107,581
61
$729M 0.41%
15,123,357
-23,949,984
62
$699M 0.39%
1,392,898
-1,554,434
63
$695M 0.39%
18,217,985
+716,706
64
$676M 0.38%
21,811,512
+530,588
65
$674M 0.38%
48,444,462
+2,066,770
66
$674M 0.38%
17,920,903
+765,414
67
$658M 0.37%
7,645,813
+477,205
68
$635M 0.36%
+15,149,348
69
$592M 0.33%
2,025,069
+51,124
70
$581M 0.33%
894,730
+556,871
71
$560M 0.31%
4,815,855
+362,696
72
$557M 0.31%
3,542,610
+309,829
73
$548M 0.31%
3,391,924
+1,875,511
74
$547M 0.31%
2,619,258
+163,783
75
$544M 0.3%
7,762,363
+558,030