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
726
$817K ﹤0.01%
4,199
+135
727
$804K ﹤0.01%
76,418
+1,171
728
$802K ﹤0.01%
7,966
-103
729
$800K ﹤0.01%
8,226
-2,130
730
$786K ﹤0.01%
+41,285
731
$751K ﹤0.01%
2,627
+58
732
$748K ﹤0.01%
15,324
+8,584
733
$740K ﹤0.01%
68,569
734
$739K ﹤0.01%
5,711
-841
735
$739K ﹤0.01%
20,538
-8,479
736
$721K ﹤0.01%
99,189
-19,717
737
$713K ﹤0.01%
+38,124
738
$712K ﹤0.01%
6,190
+458
739
$684K ﹤0.01%
6,199
-1,266
740
$668K ﹤0.01%
17,877
-4,072
741
$667K ﹤0.01%
89,522
742
$667K ﹤0.01%
22,127
-120
743
$654K ﹤0.01%
111,632
-1,200
744
$646K ﹤0.01%
9,714
-130
745
$645K ﹤0.01%
9,254
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746
$644K ﹤0.01%
26,000
747
$644K ﹤0.01%
4,410
-4,474
748
$640K ﹤0.01%
4,749
-721
749
$639K ﹤0.01%
5,026
-478
750
$636K ﹤0.01%
54,882