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
801
$227K ﹤0.01%
7,542
-830
802
$227K ﹤0.01%
2,608
-170
803
$227K ﹤0.01%
+2,916
804
$226K ﹤0.01%
+488
805
$226K ﹤0.01%
+11,568
806
$225K ﹤0.01%
+11,940
807
$222K ﹤0.01%
26,914
+16,557
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$219K ﹤0.01%
+1,024
809
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810
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$218K ﹤0.01%
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$212K ﹤0.01%
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815
$210K ﹤0.01%
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816
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817
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3,414
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818
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819
$205K ﹤0.01%
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820
$204K ﹤0.01%
+3,380
821
$201K ﹤0.01%
+3,846
822
$200K ﹤0.01%
+6,098
823
$192K ﹤0.01%
28,350
-413
824
$191K ﹤0.01%
+10,637
825
$186K ﹤0.01%
11,764
+925