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
201
$65.8M 0.04%
841,001
-7,218
202
$64.4M 0.04%
1,448,601
-37,342
203
$63.4M 0.04%
1,194,645
+91,752
204
$59.5M 0.03%
686,579
+43,401
205
$59.3M 0.03%
872,838
-57,690
206
$59.2M 0.03%
117,287
+18,407
207
$58.4M 0.03%
370,038
+624
208
$58.2M 0.03%
2,492,491
-35,470
209
$56.9M 0.03%
863,615
+52,929
210
$56.9M 0.03%
1,718,990
-14,362
211
$56.7M 0.03%
4,097,052
+1,091,430
212
$55.9M 0.03%
508,397
-10,127
213
$55.1M 0.03%
512,682
+46,881
214
$55.1M 0.03%
126,944
-7,047
215
$55M 0.03%
821,996
+16,891
216
$54.1M 0.03%
154,950
+5,453
217
$52.7M 0.03%
239,372
-69
218
$51.5M 0.03%
1,227,393
-9,041
219
$51.4M 0.03%
566,419
-5,282
220
$51.3M 0.03%
372,538
+104,562
221
$50.7M 0.03%
3,605,779
+282,002
222
$50M 0.03%
891,657
+811,812
223
$49.6M 0.03%
227,306
+102,005
224
$48.9M 0.03%
355,070
+148,370
225
$48.6M 0.03%
1,236,675
+196,635