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
1051
-2,883
1052
-10,121
1053
-1,081
1054
-44,000
1055
-22,650
1056
-21,089
1057
-4,135,460
1058
-6,679
1059
-2,593,934
1060
-2,993
1061
-91,902
1062
-250,795
1063
-300,877
1064
-3,005,307
1065
-1,662
1066
-477
1067
-497,132