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
151
$135M 0.08%
459,069
+237,291
152
$129M 0.08%
646,613
-23,093
153
$129M 0.08%
3,409,042
-1,346,014
154
$127M 0.08%
2,169,586
-98,190
155
$126M 0.08%
294,166
-31,447
156
$126M 0.08%
5,597,073
-183,958
157
$125M 0.08%
1,144,880
-7,041
158
$124M 0.08%
1,406,278
+7,248
159
$124M 0.08%
2,576,445
-179,774
160
$122M 0.07%
2,256,254
+21,037
161
$121M 0.07%
2,848,357
-235,747
162
$121M 0.07%
644,980
-94,016
163
$118M 0.07%
368,720
-279
164
$115M 0.07%
1,622,360
+123,779
165
$114M 0.07%
203,593
-1,721
166
$112M 0.07%
1,150,157
+1,145,384
167
$110M 0.07%
988,081
-30,451
168
$108M 0.07%
2,693,336
-140,424
169
$106M 0.06%
939,121
+159,205
170
$103M 0.06%
2,139,144
-115,693
171
$103M 0.06%
606,202
-26,939
172
$102M 0.06%
10,972,883
-16,864
173
$99.8M 0.06%
1,442,872
+867,291
174
$99.5M 0.06%
1,684,438
-106,685
175
$97.3M 0.06%
1,153,148
+50,804