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
801
$373K ﹤0.01%
4,860
-1,005
802
$370K ﹤0.01%
1,555
+220
803
$367K ﹤0.01%
3,135
+1,306
804
$360K ﹤0.01%
35,215
805
$358K ﹤0.01%
13,800
806
$355K ﹤0.01%
6,102
-1,217
807
$354K ﹤0.01%
1,619
+85
808
$352K ﹤0.01%
+1,726
809
$348K ﹤0.01%
+3,351
810
$347K ﹤0.01%
3,162
-90
811
$346K ﹤0.01%
6,221
-818
812
$344K ﹤0.01%
1,336
-442
813
$344K ﹤0.01%
1,916
-23
814
$343K ﹤0.01%
678
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815
$342K ﹤0.01%
7,995
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816
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1,434
-3,637
817
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+2,889
818
$339K ﹤0.01%
13,162
-5,992
819
$336K ﹤0.01%
4,682
-395
820
$322K ﹤0.01%
3,239
-1,301
821
$320K ﹤0.01%
+2,922
822
$318K ﹤0.01%
+2,150
823
$318K ﹤0.01%
3,391
-1,082
824
$317K ﹤0.01%
5,103
825
$313K ﹤0.01%
219
-69