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
$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
1
$8.53B 5.18%
51,723,762
-8,151,122
2
$6.92B 4.2%
24,006,107
-4,165,496
3
$4.76B 2.89%
59,351,780
+3,239,798
4
$4.34B 2.63%
41,792,777
+126,188
5
$4.14B 2.51%
40,082,749
-10,487,230
6
$3.19B 1.94%
4,689,366
-33,954
7
$2.7B 1.64%
13,512,167
-363,242
8
$2.67B 1.62%
95,943,250
-4,422,010
9
$2.58B 1.57%
26,310,362
+425,318
10
$2.48B 1.5%
8,395,471
+107,697
11
$2.37B 1.44%
25,389,619
+971,844
12
$2.2B 1.34%
53,896,870
+576,110
13
$2.11B 1.28%
12,812,855
-1,698,617
14
$1.89B 1.15%
8,391,484
+59,937
15
$1.78B 1.08%
4,610,991
-459,308
16
$1.72B 1.05%
7,522,922
+132,306
17
$1.7B 1.03%
19,323,644
+350,375
18
$1.66B 1.01%
17,886,130
+140,897
19
$1.66B 1.01%
15,133,565
-390,049
20
$1.65B 1%
5,049,707
+149,276
21
$1.43B 0.87%
27,007,220
+588,630
22
$1.41B 0.85%
4,095,501
+101,303
23
$1.38B 0.84%
2,395,971
+44,874
24
$1.35B 0.82%
3,910,243
-2,524,522
25
$1.31B 0.8%
12,345,713
+165,927