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
901
$203K ﹤0.01%
1,500
-1,537
902
$203K ﹤0.01%
3,833
-1,131
903
$201K ﹤0.01%
8,674
-2,399
904
$201K ﹤0.01%
1,250
-1,646
905
$175K ﹤0.01%
41,218
-1,587
906
$171K ﹤0.01%
+17,064
907
$165K ﹤0.01%
40,500
908
$146K ﹤0.01%
12,590
-203,023
909
$133K ﹤0.01%
+10,258
910
$132K ﹤0.01%
16,000
911
$116K ﹤0.01%
+15,213
912
$93.3K ﹤0.01%
54,882
-1,190
913
$45.3K ﹤0.01%
+21,999
914
$42.9K ﹤0.01%
+10,931
915
$40.4K ﹤0.01%
55,360
916
$30K ﹤0.01%
10,520
-229
917
$21K ﹤0.01%
+1,370
918
$8.53K ﹤0.01%
10,050
-220
919
-1,000
920
-2,017
921
-21,222
922
-24,156
923
-2,291
924
-5,082
925
-2,340