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
$244B
AUM Growth
+$14.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,039
New
Increased
Reduced
Closed

Top Buys

1
+$2.09B
2
+$853M
3
+$490M
4
NVDA icon
NVIDIA
NVDA
+$399M
5
MSFT icon
Microsoft
MSFT
+$274M

Top Sells

1
+$1.35B
2
+$754M
3
+$706M
4
GM icon
General Motors
GM
+$209M
5
LVS icon
Las Vegas Sands
LVS
+$135M

Sector Composition

1 Technology 29.7%
2 Financials 12.38%
3 Healthcare 9.97%
4 Consumer Discretionary 8.89%
5 Industrials 8.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$400M 0.16%
4,771,935
+694,585
102
$398M 0.16%
9,832,438
+1,491,283
103
$387M 0.16%
6,397,801
-1,133,440
104
$381M 0.16%
3,971,846
+1,644,965
105
$343M 0.14%
3,090,134
+280,023
106
$341M 0.14%
166,393
+13,820
107
$336M 0.14%
55,646,396
+3,175,158
108
$328M 0.13%
10,345,816
+227,890
109
$323M 0.13%
535,171
+27,306
110
$321M 0.13%
14,415,018
+1,271,890
111
$311M 0.13%
1,623,486
-10,994
112
$288M 0.12%
1,691,657
+3,634
113
$273M 0.11%
431,801
+16,063
114
$270M 0.11%
1,991,923
-97,379
115
$262M 0.11%
4,968,144
+115,802
116
$250M 0.1%
1,689,485
+144,579
117
$247M 0.1%
7,911,964
+651,998
118
$247M 0.1%
5,205,983
-188,490
119
$241M 0.1%
1,618,437
+151,129
120
$240M 0.1%
963,816
+15,577
121
$237M 0.1%
3,352,244
-88,758
122
$228M 0.09%
15,819,647
+1,835,297
123
$215M 0.09%
3,021,084
-123,228
124
$207M 0.08%
2,302,659
+87,458
125
$206M 0.08%
1,987,411
-67,578
3 4
5
6 7