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
776
$258K ﹤0.01%
2,265
-1,540
777
$258K ﹤0.01%
12,337
+2,797
778
$256K ﹤0.01%
+1,499
779
$253K ﹤0.01%
977
-97
780
$253K ﹤0.01%
+9,450
781
$252K ﹤0.01%
+120
782
$246K ﹤0.01%
6,500
+412
783
$246K ﹤0.01%
2,080
+80
784
$244K ﹤0.01%
7,091
+757
785
$244K ﹤0.01%
+1,780
786
$243K ﹤0.01%
+1,549
787
$243K ﹤0.01%
1,986
-335
788
$243K ﹤0.01%
+3,312
789
$241K ﹤0.01%
+1,447
790
$240K ﹤0.01%
1,956
+128
791
$240K ﹤0.01%
+957
792
$239K ﹤0.01%
+8,067
793
$238K ﹤0.01%
2,785
-125
794
$236K ﹤0.01%
+2,490
795
$235K ﹤0.01%
+1,146
796
$233K ﹤0.01%
+1,337
797
$232K ﹤0.01%
+6,461
798
$232K ﹤0.01%
+5,219
799
$231K ﹤0.01%
7,636
-36
800
$229K ﹤0.01%
5,863
+215