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
$179B
AUM Growth
+$17.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,147
New
Increased
Reduced
Closed

Top Buys

1
+$784M
2
+$762M
3
+$712M
4
META icon
Meta Platforms (Facebook)
META
+$671M
5
UBER icon
Uber
UBER
+$635M

Top Sells

1
+$1.16B
2
+$920M
3
+$897M
4
UNH icon
UnitedHealth
UNH
+$781M
5
CSCO icon
Cisco
CSCO
+$637M

Sector Composition

1 Technology 30.01%
2 Healthcare 10.79%
3 Financials 10.13%
4 Consumer Discretionary 9.89%
5 Communication Services 8.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$115M 0.06%
1,287,758
-3,459
152
$111M 0.06%
648,009
-18,107
153
$110M 0.06%
3,045,979
-527,187
154
$109M 0.06%
2,443,541
-17,785
155
$109M 0.06%
695,333
-16,439
156
$109M 0.06%
576,720
+90,673
157
$106M 0.06%
4,649,588
+234,868
158
$106M 0.06%
433,905
-10,865
159
$106M 0.06%
140,024
-5,791
160
$104M 0.06%
5,640,456
+35,230
161
$101M 0.06%
379,016
+43,989
162
$99.9M 0.06%
1,000,145
-6,245
163
$99.1M 0.06%
2,254,626
-33,493
164
$97.7M 0.05%
1,121,739
-82,573
165
$96.8M 0.05%
3,519,919
+172,518
166
$95.4M 0.05%
661,536
-65,867
167
$95M 0.05%
681,250
-7,974
168
$94.8M 0.05%
251,662
+8,521
169
$91.8M 0.05%
890,119
+26,749
170
$91.4M 0.05%
290,448
+1,141
171
$90.3M 0.05%
1,147,159
-21,773
172
$90.1M 0.05%
517,308
-17,414
173
$89.5M 0.05%
795,929
+20,494
174
$88M 0.05%
481,154
+110,280
175
$87.1M 0.05%
3,174,884
-21,465
5 6
7
8 9