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
$179B
AUM Growth
+$17.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,147
New
Increased
Reduced
Closed

Top Buys

1 +$784M
2 +$762M
3 +$712M
4
META icon
Meta Platforms (Facebook)
META
+$671M
5
UBER icon
Uber
UBER
+$635M

Top Sells

1 +$1.16B
2 +$920M
3 +$897M
4
UNH icon
UnitedHealth
UNH
+$781M
5
CSCO icon
Cisco
CSCO
+$637M

Sector Composition

1 Technology 30.01%
2 Healthcare 10.79%
3 Financials 10.13%
4 Consumer Discretionary 9.89%
5 Communication Services 8.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$294M 0.16%
3,973,547
+217,742
102
$293M 0.16%
4,795,363
-3,978,456
103
$289M 0.16%
4,772,086
+34,651
104
$283M 0.16%
4,392,309
+286,451
105
$272M 0.15%
12,505,521
-88,638
106
$272M 0.15%
46,360,564
+1,815,913
107
$269M 0.15%
2,596,496
+165,427
108
$254M 0.14%
6,886,800
+423,080
109
$231M 0.13%
8,130,235
+215,130
110
$230M 0.13%
9,341,939
+471,943
111
$223M 0.12%
4,302,995
+77,363
112
$222M 0.12%
3,806,591
-24,470
113
$221M 0.12%
784,915
+157,774
114
$215M 0.12%
3,157,178
+225,573
115
$213M 0.12%
3,960,187
+808,143
116
$211M 0.12%
710,324
+73,490
117
$206M 0.12%
364,280
-8,946
118
$205M 0.11%
26,238,665
+2,110,767
119
$205M 0.11%
897,844
-31,747
120
$202M 0.11%
3,456,341
-25,387
121
$187M 0.1%
489,271
+5,877
122
$178M 0.1%
1,752,672
+5,201
123
$175M 0.1%
3,982,588
+385,244
124
$171M 0.1%
3,358,696
+103,563
125
$167M 0.09%
181,922
+39,404