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
851
-14,841
852
$0 ﹤0.01%
10,000
853
-5,228
854
$0 ﹤0.01%
20,000
855
$0 ﹤0.01%
12,555
856
$0 ﹤0.01%
58,430
857
$0 ﹤0.01%
20,800
858
-3,229
859
-2,191,557
860
-426,825
861
-10,440
862
-88,758
863
-6,635
864
-4,239
865
-5,969
866
-2,769
867
-10,153
868
-67,088
869
-545,781
870
-3,542
871
-15,505
872
-111,457
873
-2,454
874
-153,135
875
-28,056