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
51
$967M 0.59%
6,239,349
+145,170
52
$960M 0.58%
19,534,604
+240,641
53
$959M 0.58%
9,467,070
+164,429
54
$957M 0.58%
9,956,283
+593,916
55
$954M 0.58%
4,492,445
+3,970,127
56
$886M 0.54%
333,935
+331,817
57
$884M 0.54%
9,022,417
+210,216
58
$875M 0.53%
16,700,791
+541,755
59
$873M 0.53%
5,270,078
+176,095
60
$858M 0.52%
2,673,469
-239,515
61
$820M 0.5%
8,271,382
-1,904,274
62
$812M 0.49%
5,729,354
+104,574
63
$811M 0.49%
22,801,427
+889,671
64
$792M 0.48%
6,258,331
-274,580
65
$778M 0.47%
11,330,245
-29,727
66
$772M 0.47%
26,993,024
+4,863,720
67
$766M 0.47%
11,943,120
+388,820
68
$733M 0.45%
9,514,065
+42,095
69
$727M 0.44%
13,350,612
-430,041
70
$713M 0.43%
20,792,440
-71,841
71
$711M 0.43%
38,012,484
-610,437
72
$696M 0.42%
7,014,055
+113,512
73
$695M 0.42%
7,912,289
+215,206
74
$690M 0.42%
54,801,088
+7,141,755
75
$683M 0.41%
11,331,536
+5,862,935