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
851
$271K ﹤0.01%
1,583
+328
852
$270K ﹤0.01%
2,352
-3,192
853
$269K ﹤0.01%
4,880
+757
854
$263K ﹤0.01%
5,640
+683
855
$261K ﹤0.01%
5,370
+31
856
$260K ﹤0.01%
+5,172
857
$255K ﹤0.01%
1,209
-550
858
$255K ﹤0.01%
3,249
-73
859
$255K ﹤0.01%
+3,551
860
$250K ﹤0.01%
+1,339
861
$250K ﹤0.01%
4,410
-735
862
$249K ﹤0.01%
19,999
-6,369
863
$248K ﹤0.01%
+975
864
$243K ﹤0.01%
982
-517
865
$243K ﹤0.01%
2,430
-8,784
866
$241K ﹤0.01%
+1,243
867
$239K ﹤0.01%
177,031
-300
868
$239K ﹤0.01%
+4,372
869
$238K ﹤0.01%
16,068
870
$238K ﹤0.01%
2,000
-4
871
$236K ﹤0.01%
14,646
-831
872
$236K ﹤0.01%
+2,863
873
$235K ﹤0.01%
1,823
-5
874
$235K ﹤0.01%
12,667
-1,460
875
$234K ﹤0.01%
7,161