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
751
$315K ﹤0.01%
4,722
+314
752
$314K ﹤0.01%
2,797
-599
753
$313K ﹤0.01%
+5,637
754
$313K ﹤0.01%
+3,662
755
$307K ﹤0.01%
+2,826
756
$307K ﹤0.01%
7,856
-2,527
757
$304K ﹤0.01%
+1,192
758
$303K ﹤0.01%
+2,509
759
$298K ﹤0.01%
+4,962
760
$295K ﹤0.01%
+6,040
761
$295K ﹤0.01%
+1,084
762
$292K ﹤0.01%
1,051
-19
763
$288K ﹤0.01%
6,732
+1,296
764
$286K ﹤0.01%
9,019
+379
765
$286K ﹤0.01%
1,096
+114
766
$281K ﹤0.01%
+2,787
767
$279K ﹤0.01%
+3,937
768
$277K ﹤0.01%
+3,110
769
$276K ﹤0.01%
+1,597
770
$275K ﹤0.01%
+5,927
771
$274K ﹤0.01%
+4,461
772
$273K ﹤0.01%
1,114
+95
773
$272K ﹤0.01%
7,310
-673
774
$271K ﹤0.01%
17,110
+2,477
775
$263K ﹤0.01%
3,212