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
876
$233K ﹤0.01%
8,982
-4,456
877
$232K ﹤0.01%
8,594
-945
878
$230K ﹤0.01%
+4,150
879
$229K ﹤0.01%
+1,621
880
$229K ﹤0.01%
+1,087
881
$228K ﹤0.01%
3,940
+928
882
$228K ﹤0.01%
3,725
-2,787
883
$228K ﹤0.01%
6,668
-741
884
$226K ﹤0.01%
+414
885
$225K ﹤0.01%
+1,186
886
$225K ﹤0.01%
6,591
-7,227
887
$224K ﹤0.01%
1,138
-277
888
$222K ﹤0.01%
457
-16
889
$218K ﹤0.01%
3,907
-358
890
$218K ﹤0.01%
+2,589
891
$218K ﹤0.01%
5,198
+12
892
$218K ﹤0.01%
1,138
-7,457
893
$216K ﹤0.01%
+3,409
894
$216K ﹤0.01%
+5,096
895
$215K ﹤0.01%
+2,838
896
$214K ﹤0.01%
12,249
-15,203
897
$214K ﹤0.01%
3,360
-1,489
898
$212K ﹤0.01%
26,695
+2,464
899
$209K ﹤0.01%
+1,260
900
$207K ﹤0.01%
+3,247