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
$169B
AUM Growth
-$9.08B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,180
New
Increased
Reduced
Closed

Top Buys

1 +$1.08B
2 +$860M
3 +$703M
4
AMZN icon
Amazon
AMZN
+$641M
5
NVDA icon
NVIDIA
NVDA
+$604M

Top Sells

1 +$813M
2 +$686M
3 +$671M
4
INTC icon
Intel
INTC
+$658M
5
CSCO icon
Cisco
CSCO
+$636M

Sector Composition

1 Technology 29.43%
2 Healthcare 10.84%
3 Financials 9.96%
4 Consumer Discretionary 9.46%
5 Communication Services 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$11.2B 6.59%
63,949,808
-32,296
2
$8.59B 5.07%
27,871,939
+1,027,207
3
$7.7B 4.55%
47,261,520
+3,935,160
4
$5.63B 3.32%
40,519,800
+1,660,860
5
$4.95B 2.92%
57,555,088
-2,782,537
6
$3.23B 1.91%
15,234,715
+669,616
7
$2.98B 1.76%
6,542,550
-196,910
8
$2.97B 1.75%
4,445,713
+170,909
9
$2.94B 1.74%
13,279,462
-2,220,540
10
$2.93B 1.73%
15,686,552
-59,415
11
$2.73B 1.61%
26,188,624
+251,551
12
$2.67B 1.57%
24,387,801
+4,431,251
13
$2.52B 1.49%
50,750,501
+1,897,056
14
$2.49B 1.47%
11,198,313
+1,613,796
15
$2.44B 1.44%
8,134,863
+303,885
16
$2.43B 1.43%
4,221,255
+150,655
17
$2.38B 1.4%
6,356,094
+930,290
18
$2.15B 1.27%
7,504,205
+521,295
19
$2B 1.18%
73,283,720
+22,129,410
20
$1.94B 1.14%
16,777,545
+2,308,557
21
$1.92B 1.13%
15,902,257
-782,515
22
$1.77B 1.04%
31,822,204
-55,658
23
$1.71B 1.01%
45,346,314
+22,750,930
24
$1.67B 0.98%
4,660,444
+165,070
25
$1.62B 0.96%
7,272,322
+268,133