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
826
$160K ﹤0.01%
+11,071
827
$155K ﹤0.01%
+4,214
828
$144K ﹤0.01%
+10,521
829
$106K ﹤0.01%
+12,500
830
$94K ﹤0.01%
10,265
831
$79K ﹤0.01%
12,684
-2,569
832
$61K ﹤0.01%
20,183
833
$50K ﹤0.01%
+13,240
834
$46K ﹤0.01%
17,848
-10,299
835
$44K ﹤0.01%
1,919
-764
836
$39K ﹤0.01%
1,629
-20
837
$34K ﹤0.01%
503
838
$28K ﹤0.01%
+1,342
839
$24K ﹤0.01%
+13,143
840
$12K ﹤0.01%
+15,123
841
$3K ﹤0.01%
+82,000
842
$3K ﹤0.01%
30,000
-300
843
$1K ﹤0.01%
102,000
+1,000
844
-10,480
845
-2,006
846
-317,968
847
-9,392
848
-3,821
849
-474,789
850
-2,665