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
751
$528K ﹤0.01%
7,627
-234
752
$526K ﹤0.01%
13,964
-3,090
753
$518K ﹤0.01%
5,478
-196
754
$518K ﹤0.01%
4,192
+2
755
$515K ﹤0.01%
25,034
-22,486
756
$514K ﹤0.01%
10,351
+4,632
757
$514K ﹤0.01%
10,731
-10,060
758
$512K ﹤0.01%
17,576
-5,620
759
$511K ﹤0.01%
14,427
-428
760
$510K ﹤0.01%
6,000
761
$510K ﹤0.01%
9,991
+73
762
$507K ﹤0.01%
2,460
-1,076
763
$499K ﹤0.01%
3,717
-1,999
764
$498K ﹤0.01%
12,336
-7,032
765
$493K ﹤0.01%
2,029
-2,813
766
$473K ﹤0.01%
2,000
-71
767
$466K ﹤0.01%
4,787
-2,040
768
$463K ﹤0.01%
1,337
-66
769
$459K ﹤0.01%
9,513
+45
770
$456K ﹤0.01%
10,094
-1,154
771
$455K ﹤0.01%
16,249
-570
772
$452K ﹤0.01%
4,364
+90
773
$442K ﹤0.01%
2,468
-6,118
774
$441K ﹤0.01%
7,683
-13,930
775
$440K ﹤0.01%
6,378
-43
29 30
31
32 33