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
951
$10.4K ﹤0.01%
+120
952
$10.3K ﹤0.01%
+657
953
$10.1K ﹤0.01%
+80
954
$9.84K ﹤0.01%
131
-3,252
955
$9.66K ﹤0.01%
+804
956
$9.65K ﹤0.01%
+170
957
$9.61K ﹤0.01%
+88
958
$9.58K ﹤0.01%
+91
959
$8.78K ﹤0.01%
503
960
$8.57K ﹤0.01%
+2,529
961
$8.53K ﹤0.01%
+147
962
$7.39K ﹤0.01%
+461
963
$7.12K ﹤0.01%
+165
964
$6.67K ﹤0.01%
+815
965
$6.63K ﹤0.01%
+381
966
$6.08K ﹤0.01%
+313
967
$5.9K ﹤0.01%
+33
968
$5.52K ﹤0.01%
+170
969
$4.97K ﹤0.01%
+54,889
970
$4.86K ﹤0.01%
19
-689
971
$4.81K ﹤0.01%
+76
972
$3.97K ﹤0.01%
+242
973
$3.97K ﹤0.01%
81
-4,695
974
$3.64K ﹤0.01%
+147
975
$3.4K ﹤0.01%
+176