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
901
$203K ﹤0.01%
+2,185
902
$201K ﹤0.01%
+564
903
$196K ﹤0.01%
44,254
+33,073
904
$193K ﹤0.01%
16,573
-297
905
$189K ﹤0.01%
12,189
-161
906
$189K ﹤0.01%
1,376
-550
907
$183K ﹤0.01%
10,000
-13,334
908
$168K ﹤0.01%
1,527
-447
909
$168K ﹤0.01%
5,403
-1,708
910
$161K ﹤0.01%
16,351
+4,183
911
$159K ﹤0.01%
13,305
912
$154K ﹤0.01%
19,231
-4,363
913
$152K ﹤0.01%
+13,137
914
$151K ﹤0.01%
23,774
-22,354
915
$130K ﹤0.01%
+3,566
916
$123K ﹤0.01%
2,321
-2,581
917
$114K ﹤0.01%
+4,008
918
$95K ﹤0.01%
2,940
-9,027
919
$84K ﹤0.01%
+935
920
$79.3K ﹤0.01%
+2,768
921
$77.3K ﹤0.01%
+110
922
$60.2K ﹤0.01%
+696
923
$49K ﹤0.01%
+1,234
924
$40.1K ﹤0.01%
+1,355
925
$39.1K ﹤0.01%
+2,088