Ken Fisher

Ken Fisher Fisher Asset Management

AUM $252B
1-Year Return 19.67%
 

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 Return
1 Year Return
+19.67%
3 Year Return
5 Year Return
10 Year 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 8.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$11.4B 6.36%
63,982,104
+3,096,696
2
$9.03B 5.06%
26,844,732
+1,320,202
3
$7.22B 4.05%
43,326,360
+4,703,240
4
$5.63B 3.15%
38,858,940
+2,109,340
5
$5.6B 3.13%
60,337,625
+5,038,665
6
$3.82B 2.14%
6,739,460
+304,991
7
$3.7B 2.07%
14,565,099
+655,371
8
$3.4B 1.91%
4,274,804
+173,677
9
$3.36B 1.88%
15,500,002
-2,837,599
10
$3.27B 1.83%
5,425,804
+1,265,219
11
$3.25B 1.82%
7,830,978
+346,970
12
$3.22B 1.81%
9,584,517
+1,993,840
13
$3.12B 1.75%
25,937,073
+557,498
14
$2.87B 1.61%
19,956,550
+4,177,219
15
$2.73B 1.53%
14,468,988
+2,476,199
16
$2.58B 1.44%
15,745,967
+121,632
17
$2.31B 1.29%
4,070,600
+183,387
18
$2.21B 1.24%
16,684,772
+389,243
19
$2.04B 1.14%
48,853,445
+1,864,521
20
$1.93B 1.08%
6,982,910
+470,522
21
$1.79B 1%
31,877,862
-473,216
22
$1.69B 0.94%
14,188,423
-22,577
23
$1.62B 0.9%
4,495,374
+88,423
24
$1.55B 0.87%
4,313,145
+209,022
25
$1.5B 0.84%
51,154,310
+2,718,350