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
$169B
AUM Growth
-$9.08B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,180
New
Increased
Reduced
Closed

Top Buys

1
+$1.08B
2
+$860M
3
+$703M
4
AMZN icon
Amazon
AMZN
+$641M
5
NVDA icon
NVIDIA
NVDA
+$604M

Top Sells

1
+$813M
2
+$686M
3
+$671M
4
INTC icon
Intel
INTC
+$658M
5
CSCO icon
Cisco
CSCO
+$636M

Sector Composition

1 Technology 29.43%
2 Healthcare 10.84%
3 Financials 9.96%
4 Consumer Discretionary 9.46%
5 Communication Services 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$243M 0.14%
8,606,358
+476,123
102
$224M 0.13%
4,922,757
+962,570
103
$217M 0.13%
8,644,260
+119,762
104
$215M 0.13%
3,444,648
+287,470
105
$214M 0.13%
1,072,567
-2,178
106
$211M 0.12%
9,141,718
-200,221
107
$210M 0.12%
735,384
+25,060
108
$205M 0.12%
4,287,746
-15,249
109
$187M 0.11%
4,948,304
+298,716
110
$182M 0.11%
25,685,683
-552,982
111
$181M 0.11%
845,757
+60,842
112
$171M 0.1%
923,855
+26,011
113
$171M 0.1%
3,558,861
+200,165
114
$171M 0.1%
993,705
-2,988
115
$161M 0.09%
1,944,194
-2,851,169
116
$160M 0.09%
2,371,720
+2,016,650
117
$160M 0.09%
965,089
-12,962
118
$155M 0.09%
3,504,980
+130,838
119
$154M 0.09%
371,327
+122,130
120
$154M 0.09%
1,719,196
-33,476
121
$148M 0.09%
504,760
+15,489
122
$147M 0.09%
192,388
+10,466
123
$146M 0.09%
2,850,782
+54,252
124
$146M 0.09%
358,642
-5,638
125
$141M 0.08%
1,752,317
-44,760
3 4
5
6 7