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
76
$817M 0.33%
10,480,160
+524,175
77
$791M 0.32%
2,036,046
-13,794
78
$770M 0.32%
13,359,110
-239,392
79
$759M 0.31%
18,576,930
+870,449
80
$740M 0.3%
4,866,857
+277,350
81
$732M 0.3%
143,585,152
+2,011,150
82
$726M 0.3%
29,354,202
-456,519
83
$719M 0.29%
22,919,822
+1,106,538
84
$687M 0.28%
13,649,640
-2,689,857
85
$683M 0.28%
10,307,014
+587,329
86
$662M 0.27%
6,744,839
+114,727
87
$658M 0.27%
3,254,743
+12,694
88
$604M 0.25%
5,088,017
+203,442
89
$599M 0.25%
9,078,311
+806,705
90
$573M 0.23%
5,274,915
+542,698
91
$552M 0.23%
50,954,776
-726,444
92
$532M 0.22%
5,015,071
-33,887
93
$531M 0.22%
5,893,720
+609,391
94
$511M 0.21%
5,180,925
+89,245
95
$509M 0.21%
5,183,701
+338,690
96
$486M 0.2%
6,765,669
+1,921,241
97
$460M 0.19%
4,074,115
-11,964,160
98
$433M 0.18%
2,588,951
-58,917
99
$407M 0.17%
4,928,386
-175,609
100
$403M 0.17%
1,731,570
+52,925
2 3
4
5 6