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
76
$659M 0.4%
20,804,155
+678,932
77
$654M 0.4%
55,085,333
+1,618,897
78
$647M 0.39%
7,819,539
+146,921
79
$644M 0.39%
16,980,287
+410,640
80
$644M 0.39%
9,645,724
+187,371
81
$637M 0.39%
4,809,930
+133,858
82
$628M 0.38%
20,987,425
+377,558
83
$624M 0.38%
4,664,973
+44,940
84
$607M 0.37%
8,750,065
+47,644
85
$607M 0.37%
1,305,946
-3,221
86
$581M 0.35%
5,804,852
+339,432
87
$579M 0.35%
2,377,296
+105,655
88
$551M 0.33%
149,213,102
+4,112,614
89
$537M 0.33%
2,246,465
+1,963,648
90
$531M 0.32%
9,234,505
+9,058,124
91
$526M 0.32%
11,494,682
+6,297,026
92
$512M 0.31%
4,165,219
+166,623
93
$501M 0.3%
1,333,188
+69,421
94
$480M 0.29%
26,484,015
+1,304,665
95
$475M 0.29%
3,606,052
+119,390
96
$473M 0.29%
13,274,665
+554,079
97
$439M 0.27%
8,451,296
+724,170
98
$400M 0.24%
967,539
+126,600
99
$396M 0.24%
3,540,160
+3,512,229
100
$395M 0.24%
3,862,579
+24,309