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
1001
$1.84K ﹤0.01%
+333
1002
$1.77K ﹤0.01%
+40
1003
$1.71K ﹤0.01%
+181
1004
$1.66K ﹤0.01%
+311
1005
$1.64K ﹤0.01%
+32
1006
$1.58K ﹤0.01%
+109
1007
$1.57K ﹤0.01%
+138
1008
$1.56K ﹤0.01%
+56
1009
$1.49K ﹤0.01%
+34
1010
$1.48K ﹤0.01%
+89
1011
$1.39K ﹤0.01%
+102
1012
$1.26K ﹤0.01%
+42
1013
$1.22K ﹤0.01%
+232
1014
$717 ﹤0.01%
+19
1015
$361 ﹤0.01%
+18
1016
$357 ﹤0.01%
+4
1017
-2,546
1018
-3,509
1019
-2,427
1020
-33,042
1021
-3,135
1022
-496
1023
-825
1024
-27,641
1025
-13,163