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
201
$69.4M 0.04%
3,069,052
-265,699
202
$68.6M 0.04%
1,635,380
-71,050
203
$68.2M 0.04%
254,361
-13,233
204
$67.2M 0.04%
196,166
-7,996
205
$66.3M 0.04%
3,065,054
-149,135
206
$65.9M 0.04%
2,507,449
-130,155
207
$65.1M 0.04%
641,337
-28,767
208
$64.6M 0.04%
457,744
-26,047
209
$64.5M 0.04%
2,290,215
+151,515
210
$64.5M 0.04%
24,590,397
+1,648,728
211
$62.7M 0.04%
+989,379
212
$60.7M 0.04%
6,041,708
-128,944
213
$60.1M 0.04%
2,256,317
-139,430
214
$58.3M 0.04%
993,130
+31,553
215
$57.5M 0.03%
504,881
-12,755
216
$57.2M 0.03%
1,495,692
-67,555
217
$56M 0.03%
1,009,136
-55,327
218
$55.7M 0.03%
1,742,299
-108,201
219
$54.4M 0.03%
6,214,114
+3,623,775
220
$52.6M 0.03%
897,169
-45,779
221
$51.7M 0.03%
3,321,022
-170,593
222
$50.7M 0.03%
1,236,944
-14,987
223
$50.6M 0.03%
+3,085,457
224
$50.3M 0.03%
1,714,567
-45,955
225
$49.2M 0.03%
1,102,630
-53,846