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
851
$264K ﹤0.01%
+4,524
852
$264K ﹤0.01%
+2,203
853
$261K ﹤0.01%
1,083
-907
854
$261K ﹤0.01%
2,705
-760
855
$261K ﹤0.01%
953
-219
856
$258K ﹤0.01%
1,157
-413
857
$258K ﹤0.01%
1,419
+116
858
$257K ﹤0.01%
633
-150
859
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903
-104
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$253K ﹤0.01%
11,184
-36,951
861
$252K ﹤0.01%
2,853
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862
$250K ﹤0.01%
1,645
-1,544
863
$249K ﹤0.01%
+2,744
864
$249K ﹤0.01%
3,508
+22
865
$248K ﹤0.01%
+4,183
866
$246K ﹤0.01%
1,762
-382
867
$246K ﹤0.01%
2,240
-1,199
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$245K ﹤0.01%
+7,430
869
$244K ﹤0.01%
4,306
+93
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$242K ﹤0.01%
905
-2,802
871
$238K ﹤0.01%
1,172
-1,143
872
$238K ﹤0.01%
267
-1,018
873
$237K ﹤0.01%
1,657
+229
874
$233K ﹤0.01%
2,966
-948
875
$233K ﹤0.01%
+7,852