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
126
$223M 0.14%
1,510,600
-773,411
127
$205M 0.12%
3,370,233
+201,449
128
$203M 0.12%
4,616,437
-364,098
129
$203M 0.12%
4,326,762
-141,761
130
$197M 0.12%
8,202,728
+21,084
131
$194M 0.12%
+4,356,802
132
$193M 0.12%
4,508,294
+36,014
133
$190M 0.12%
3,787,883
+36,948
134
$183M 0.11%
17,572,611
-42,852
135
$180M 0.11%
3,994,826
+160,103
136
$180M 0.11%
539,324
-32,403
137
$178M 0.11%
5,723,190
-3,044,160
138
$174M 0.11%
21,815,442
-415,035
139
$174M 0.11%
5,493,225
+5,750
140
$171M 0.1%
808,654
+14,713
141
$156M 0.09%
2,043,565
-66,335
142
$153M 0.09%
1,316,043
-63,625
143
$146M 0.09%
7,990,036
-512,377
144
$145M 0.09%
1,318,149
-138,709
145
$144M 0.09%
3,817,957
-808,204
146
$142M 0.09%
684,342
-130,178
147
$141M 0.09%
17,297,994
-477,620
148
$140M 0.09%
1,844,111
-138,280
149
$137M 0.08%
3,048,699
+228,824
150
$135M 0.08%
905,385
+34,230