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
726
$358K ﹤0.01%
1,124
-2,845
727
$355K ﹤0.01%
+3,393
728
$355K ﹤0.01%
+6,859
729
$353K ﹤0.01%
+3,301
730
$350K ﹤0.01%
588
+1
731
$349K ﹤0.01%
35,775
+280
732
$349K ﹤0.01%
+3,803
733
$347K ﹤0.01%
+3,652
734
$344K ﹤0.01%
+3,761
735
$343K ﹤0.01%
1,949
+460
736
$338K ﹤0.01%
2,319
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737
$337K ﹤0.01%
2,205
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738
$335K ﹤0.01%
1,496
-41
739
$335K ﹤0.01%
8,142
-831
740
$333K ﹤0.01%
5,726
+1,400
741
$333K ﹤0.01%
1,859
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742
$331K ﹤0.01%
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743
$326K ﹤0.01%
+1,684
744
$325K ﹤0.01%
6,873
+771
745
$323K ﹤0.01%
+1,071
746
$322K ﹤0.01%
+2,913
747
$321K ﹤0.01%
4,869
+956
748
$320K ﹤0.01%
9,666
-19
749
$320K ﹤0.01%
9,234
-426
750
$318K ﹤0.01%
5,427
+1,444