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
926
$38.3K ﹤0.01%
+600
927
$35.8K ﹤0.01%
16,000
928
$30.1K ﹤0.01%
12,960
-4,378
929
$29K ﹤0.01%
+63
930
$23.5K ﹤0.01%
772
-5,997
931
$20.4K ﹤0.01%
+285
932
$20.1K ﹤0.01%
+315
933
$19.4K ﹤0.01%
+305
934
$18.3K ﹤0.01%
+586
935
$17.7K ﹤0.01%
+924
936
$17.4K ﹤0.01%
+224
937
$17.4K ﹤0.01%
+359
938
$16.5K ﹤0.01%
+337
939
$15.5K ﹤0.01%
1,629
-97
940
$15.2K ﹤0.01%
+1,401
941
$13.9K ﹤0.01%
+535
942
$13.8K ﹤0.01%
+742
943
$13.6K ﹤0.01%
+624
944
$13.5K ﹤0.01%
+44
945
$12.5K ﹤0.01%
+637
946
$12.4K ﹤0.01%
+725
947
$12.1K ﹤0.01%
+189
948
$11.6K ﹤0.01%
+344
949
$11K ﹤0.01%
+607
950
$10.7K ﹤0.01%
+239