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
751
$631K ﹤0.01%
5,673
-50,926
752
$630K ﹤0.01%
12,458
-5,106
753
$622K ﹤0.01%
6,641
+1,626
754
$620K ﹤0.01%
6,137
-150
755
$609K ﹤0.01%
403,189
-39
756
$609K ﹤0.01%
7,720
-1,680
757
$600K ﹤0.01%
+16,000
758
$578K ﹤0.01%
9,396
-683
759
$575K ﹤0.01%
21,923
-5,647
760
$551K ﹤0.01%
1,193
-475
761
$549K ﹤0.01%
+2,995
762
$546K ﹤0.01%
17,518
-19,238
763
$544K ﹤0.01%
9,474
764
$539K ﹤0.01%
3,900
-3,407
765
$530K ﹤0.01%
2,524
+27
766
$524K ﹤0.01%
6,998
-226
767
$523K ﹤0.01%
1,750
-5,652
768
$521K ﹤0.01%
9,746
-1,324
769
$517K ﹤0.01%
5,342
-1,121
770
$507K ﹤0.01%
12,428
-8,430
771
$506K ﹤0.01%
9,868
+1,304
772
$501K ﹤0.01%
6,610
+403
773
$501K ﹤0.01%
10,020
+970
774
$499K ﹤0.01%
4,920
-405
775
$497K ﹤0.01%
10,149
+4,255