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
826
$333K ﹤0.01%
13,584
+849
827
$332K ﹤0.01%
+2,183
828
$332K ﹤0.01%
3,450
+87
829
$331K ﹤0.01%
2,281
830
$325K ﹤0.01%
13,913
-2,000
831
$322K ﹤0.01%
2,248
+155
832
$322K ﹤0.01%
4,106
-1,133
833
$319K ﹤0.01%
25,444
+1,947
834
$310K ﹤0.01%
14,522
-5,074
835
$309K ﹤0.01%
4,327
-2,198
836
$307K ﹤0.01%
3,697
-616
837
$305K ﹤0.01%
+1,333
838
$303K ﹤0.01%
8,578
-946
839
$301K ﹤0.01%
3,973
-57
840
$299K ﹤0.01%
1,042
-1,022
841
$299K ﹤0.01%
13,751
-2,896
842
$297K ﹤0.01%
4,247
-961
843
$293K ﹤0.01%
+3,813
844
$287K ﹤0.01%
+3,939
845
$285K ﹤0.01%
3,329
-803
846
$280K ﹤0.01%
1,419
-147
847
$277K ﹤0.01%
+1,977
848
$276K ﹤0.01%
1,240
-659
849
$275K ﹤0.01%
9,115
+39
850
$275K ﹤0.01%
11,674
-4,228