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
126
$205M 0.08%
4,486,857
+8,283
127
$203M 0.08%
17,404,942
+1,682,544
128
$203M 0.08%
1,861,454
+47,998
129
$202M 0.08%
75,833,254
+12,228,662
130
$196M 0.08%
1,706,009
+231,851
131
$189M 0.08%
2,206,172
+73,051
132
$181M 0.07%
902,078
+218,977
133
$180M 0.07%
670,017
+19,987
134
$180M 0.07%
6,209,907
+4,309,076
135
$178M 0.07%
4,547,883
+90,645
136
$176M 0.07%
2,961,009
+170,890
137
$173M 0.07%
3,995,972
-51,770
138
$167M 0.07%
2,546,939
+297,857
139
$166M 0.07%
3,548,891
-458,962
140
$166M 0.07%
675,432
-198,771
141
$163M 0.07%
4,072,599
+336,740
142
$159M 0.07%
2,203,310
+56,606
143
$149M 0.06%
1,453,554
-9,794
144
$149M 0.06%
2,846,305
-102,916
145
$148M 0.06%
2,529,651
+262,800
146
$148M 0.06%
15,167,615
+1,481,424
147
$148M 0.06%
711,341
-57,080
148
$148M 0.06%
1,200,851
+1,075,334
149
$145M 0.06%
13,682,262
-285,053
150
$142M 0.06%
515,731
+24,445
4 5
6
7 8