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
101
$382M 0.23%
5,171,026
+171,528
102
$378M 0.23%
53,641,493
-1,005,696
103
$365M 0.22%
1,984,761
+1,152,063
104
$364M 0.22%
3,377,286
+159,542
105
$348M 0.21%
+4,748,882
106
$339M 0.21%
5,819,519
+188,941
107
$335M 0.2%
6,160,627
+376,176
108
$325M 0.2%
843,619
-196,092
109
$301M 0.18%
5,166,776
+302,527
110
$296M 0.18%
2,845,810
-408,629
111
$290M 0.18%
2,870,996
+342,083
112
$286M 0.17%
18,108,205
+56,864
113
$286M 0.17%
216,775
-36,396
114
$285M 0.17%
8,542,816
-85,930
115
$276M 0.17%
3,420,610
+117,279
116
$274M 0.17%
15,698,557
-43,824
117
$261M 0.16%
4,346,478
-175,812
118
$253M 0.15%
3,513,234
-7,217
119
$250M 0.15%
2,994,513
+1,376,216
120
$243M 0.15%
1,188,563
+27,699
121
$235M 0.14%
8,856,921
+137,267
122
$234M 0.14%
1,837,373
-9,729
123
$234M 0.14%
1,540,395
+16,030
124
$230M 0.14%
3,963,200
-1,855,614
125
$224M 0.14%
4,435,761
+28,406