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
$179B
AUM Growth
+$17.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,147
New
Increased
Reduced
Closed

Top Buys

1
+$784M
2
+$762M
3
+$712M
4
META icon
Meta Platforms (Facebook)
META
+$671M
5
UBER icon
Uber
UBER
+$635M

Top Sells

1
+$1.16B
2
+$920M
3
+$897M
4
UNH icon
UnitedHealth
UNH
+$781M
5
CSCO icon
Cisco
CSCO
+$637M

Sector Composition

1 Technology 30.01%
2 Healthcare 10.79%
3 Financials 10.13%
4 Consumer Discretionary 9.89%
5 Communication Services 8.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$514M 0.29%
17,168,156
+1,038,016
77
$508M 0.28%
9,778,922
+9,727,977
78
$502M 0.28%
8,398,187
+398,634
79
$502M 0.28%
8,289,006
+92,839
80
$501M 0.28%
7,522,890
+7,489,030
81
$500M 0.28%
3,454,220
-17,840
82
$471M 0.26%
8,746,294
-627,610
83
$465M 0.26%
+3,052,026
84
$447M 0.25%
6,193,979
+239,270
85
$434M 0.24%
30,978,681
-3,885,489
86
$427M 0.24%
129,760,624
+5,545,821
87
$420M 0.24%
20,952,197
+142,134
88
$418M 0.23%
+2,273,544
89
$415M 0.23%
949,784
+27,405
90
$404M 0.23%
595,771
-45,820
91
$397M 0.22%
15,678,433
-371,367
92
$385M 0.22%
285,590
+66,017
93
$385M 0.22%
35,064,040
-8,727,718
94
$379M 0.21%
6,353,580
-78,480
95
$378M 0.21%
3,228,342
-5,110,833
96
$367M 0.21%
13,786,877
+1,151,634
97
$354M 0.2%
538,065
+104,617
98
$327M 0.18%
10,062,148
-97,406
99
$311M 0.17%
1,074,745
-15,141
100
$303M 0.17%
964,509
-1,483
2 3
4
5 6