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
776
$495K ﹤0.01%
9,117
-2,875
777
$495K ﹤0.01%
1,486
+218
778
$493K ﹤0.01%
29,581
-7,840
779
$490K ﹤0.01%
10,621
+1,843
780
$489K ﹤0.01%
5,073
+238
781
$484K ﹤0.01%
36,208
-18
782
$480K ﹤0.01%
+3,865
783
$472K ﹤0.01%
4,145
-1,035
784
$469K ﹤0.01%
8,148
-1,214
785
$457K ﹤0.01%
6,337
+2,677
786
$449K ﹤0.01%
1,263
-22
787
$441K ﹤0.01%
8,042
+955
788
$432K ﹤0.01%
9,278
789
$432K ﹤0.01%
+5,261
790
$420K ﹤0.01%
10,257
-874
791
$419K ﹤0.01%
1,945
+320
792
$416K ﹤0.01%
1,646
-104
793
$411K ﹤0.01%
11,662
-1,564
794
$411K ﹤0.01%
6,579
-4
795
$409K ﹤0.01%
2,655
+388
796
$404K ﹤0.01%
+6,416
797
$403K ﹤0.01%
7,522
+299
798
$402K ﹤0.01%
6,599
-97
799
$401K ﹤0.01%
2,398
-4
800
$401K ﹤0.01%
+21,927