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
176
$96.2M 0.06%
+1,688,500
177
$93.7M 0.06%
1,066,198
-45,472
178
$93M 0.06%
1,612,495
-73,579
179
$91.4M 0.06%
20,426,783
+1,112,651
180
$90.2M 0.05%
10,152,231
+355,648
181
$88.3M 0.05%
704,160
-19,643
182
$88.1M 0.05%
2,401,088
+1,841,878
183
$87.1M 0.05%
377,114
+245,293
184
$85.5M 0.05%
574,928
-9,149
185
$85M 0.05%
252,992
+35,408
186
$84.9M 0.05%
336,756
+214,221
187
$83.4M 0.05%
2,816,196
-23,717
188
$80.1M 0.05%
1,670,373
-267,978
189
$78.7M 0.05%
789,484
+52,941
190
$78.6M 0.05%
1,815,955
+549,625
191
$78.5M 0.05%
1,923,760
-31,983
192
$77.7M 0.05%
844,188
-36,129
193
$76.2M 0.05%
831,356
+826,392
194
$76M 0.05%
250,081
-72,871
195
$74.4M 0.05%
898,828
-207,869
196
$74.3M 0.05%
1,262,559
-48,839
197
$72.3M 0.04%
422,449
-51,319
198
$72M 0.04%
2,612,113
-110,250
199
$70.5M 0.04%
1,098,232
-33,838
200
$69.5M 0.04%
2,098,798
-128,297