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
201
$61.7M 0.03%
298,703
+15,191
202
$61.5M 0.03%
793,084
-2,155
203
$61.4M 0.03%
997,013
-54,451
204
$61M 0.03%
852,866
-73,609
205
$60.5M 0.02%
103,194
-46,068
206
$59.5M 0.02%
7,063,338
-603,967
207
$59.5M 0.02%
3,186,132
+90,747
208
$58.1M 0.02%
364,312
+13,815
209
$58.1M 0.02%
219,032
+1,837
210
$57.4M 0.02%
856,124
+82,250
211
$56.8M 0.02%
687,027
+2,412
212
$55.4M 0.02%
689,509
-3,545
213
$54.9M 0.02%
448,476
+8,080
214
$54.7M 0.02%
529,746
+6,013
215
$54.7M 0.02%
2,107,609
-32,378
216
$54.6M 0.02%
2,995,741
+31,586
217
$53.1M 0.02%
10,179,764
+1,713,275
218
$53M 0.02%
68,395
+5,096
219
$52.9M 0.02%
691,230
+28,373
220
$52.3M 0.02%
387,421
-1,934
221
$52.3M 0.02%
1,751,472
+689,367
222
$51.4M 0.02%
411,904
+106,534
223
$51.2M 0.02%
185,875
+12,868
224
$50.5M 0.02%
2,673,088
+66,268
225
$50.5M 0.02%
260,283
+22,171
7 8
9
10 11