Ken Fisher

Ken Fisher Fisher Asset Management

AUM $293B
1-Year Est. Return 28.33%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.33%
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 +$1.16B
2 +$973M
3 +$825M
4
BKNG icon
Booking.com
BKNG
+$807M
5
LVS icon
Las Vegas Sands
LVS
+$507M

Top Sells

1 +$1.2B
2 +$1.06B
3 +$1.01B
4
NFLX icon
Netflix
NFLX
+$835M
5
META icon
Meta Platforms (Facebook)
META
+$745M

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
1026
-13,163
1027
-1,839
1028
-7,426
1029
-17,417
1030
-6,547
1031
-28,667
1032
-1,953
1033
-9,120
1034
-2,794
1035
-5,167
1036
-6,966
1037
-7,210
1038
-4,108
1039
-1,522
1040
-4,096
1041
-472
1042
-1,638
1043
-859
1044
-11,146
1045
-13,143
1046
-20,358
1047
-1,610
1048
-2,256
1049
-996
1050
-2,025