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
151
$141M 0.06%
659,006
+46,770
152
$138M 0.06%
1,464,421
+65,113
153
$137M 0.06%
505,016
-36,168
154
$129M 0.05%
1,559,585
-57,162
155
$116M 0.05%
1,353,769
+126,602
156
$112M 0.05%
212,514
+5,334
157
$112M 0.05%
1,250,913
-682,942
158
$107M 0.04%
1,145,657
+82,474
159
$100M 0.04%
778,800
-24,657
160
$98.7M 0.04%
+7,231,070
161
$97.8M 0.04%
1,848,940
+4,517
162
$96M 0.04%
923,238
-176,261
163
$94.1M 0.04%
697,867
+84,901
164
$92.6M 0.04%
482,374
-254
165
$91.8M 0.04%
2,113,889
-67,935
166
$91.3M 0.04%
901,300
+46,389
167
$91.2M 0.04%
2,033,928
-4,651,818
168
$90.8M 0.04%
347,233
+32,448
169
$89.3M 0.04%
1,772,237
+37,681
170
$86.4M 0.04%
772,067
-122,416
171
$86.3M 0.04%
3,484,318
+317,450
172
$85.9M 0.04%
993,715
+2,607
173
$84.5M 0.03%
144,928
-8,741
174
$81.7M 0.03%
351,100
+3,113
175
$81.1M 0.03%
320,228
+18,375
5 6
7
8 9