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 Fund
S&P 500
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 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$86.9M 0.05%
510,729
-2,850
177
$86.3M 0.05%
612,713
+37,912
178
$85.7M 0.05%
473,970
-45,300
179
$85.4M 0.05%
249,197
+90,368
180
$85M 0.05%
628,508
-22,579
181
$83.1M 0.05%
26,723,160
-292,137
182
$82.9M 0.05%
3,790,142
-22,821
183
$81.3M 0.05%
768,930
-89,758
184
$80.8M 0.05%
401,371
+167,233
185
$80.8M 0.05%
1,444,910
+65,004
186
$79.7M 0.04%
182,455
-1,606
187
$79.5M 0.04%
150,244
-2,692
188
$77.8M 0.04%
1,356,558
-20,370
189
$76.9M 0.04%
1,826,076
-18,672
190
$75.3M 0.04%
22,756,657
-6,975,703
191
$72.3M 0.04%
109,703
-9,579
192
$71.9M 0.04%
1,668,870
+112,460
193
$71.4M 0.04%
1,360,044
+53,036
194
$71.2M 0.04%
1,534,211
+92,059
195
$70.7M 0.04%
1,449,511
-18,673
196
$70.6M 0.04%
6,429,096
+353,240
197
$68.8M 0.04%
1,577,516
-67,072
198
$67.8M 0.04%
311,313
-16,993
199
$67M 0.04%
3,629,631
+1,789,399
200
$66M 0.04%
1,385,865
-10,082