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
$244B
AUM Growth
+$14.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,039
New
Increased
Reduced
Closed

Top Buys

1 +$2.09B
2 +$853M
3 +$490M
4
NVDA icon
NVIDIA
NVDA
+$399M
5
MSFT icon
Microsoft
MSFT
+$274M

Top Sells

1 +$1.35B
2 +$754M
3 +$706M
4
GM icon
General Motors
GM
+$209M
5
LVS icon
Las Vegas Sands
LVS
+$135M

Sector Composition

1 Technology 29.7%
2 Financials 12.38%
3 Healthcare 9.97%
4 Consumer Discretionary 8.89%
5 Industrials 8.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$1.45B 0.59%
43,581,024
+1,651,452
52
$1.39B 0.57%
47,893,210
+8,141,366
53
$1.36B 0.56%
21,944,876
+633,290
54
$1.34B 0.55%
7,854,268
+422,080
55
$1.31B 0.54%
12,456,011
+4,656,040
56
$1.31B 0.54%
20,189,558
+493,264
57
$1.27B 0.52%
11,102,204
+585,915
58
$1.27B 0.52%
4,552,640
+116,299
59
$1.25B 0.51%
17,528,095
+485,731
60
$1.24B 0.51%
68,451,083
+429,562
61
$1.23B 0.5%
7,560,199
+550,760
62
$1.21B 0.49%
6,762,449
+160,720
63
$1.19B 0.49%
15,295,506
+509,293
64
$1.15B 0.47%
14,267,109
+269,538
65
$1.15B 0.47%
11,762,684
+327,734
66
$1.09B 0.45%
16,726,400
+1,114,177
67
$1.08B 0.44%
4,714,182
-116,307
68
$973M 0.4%
3,005,570
+165,398
69
$911M 0.37%
10,303,182
+583,207
70
$899M 0.37%
1,702,902
+46,411
71
$887M 0.36%
1,817,380
-70,628
72
$877M 0.36%
3,347,326
+135,023
73
$851M 0.35%
24,656,931
+857,302
74
$834M 0.34%
43,181,775
+4,860,375
75
$832M 0.34%
1,994,657
+158,732