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
$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
1
$13.7B 5.6%
58,615,053
+1,112,033
2
$12B 4.92%
27,904,450
+636,713
3
$11.7B 4.81%
96,720,707
+3,283,380
4
$8.32B 3.41%
44,653,571
+873,174
5
$8.27B 3.39%
49,857,900
+1,237,385
6
$7.41B 3.04%
88,494,611
-1,341,509
7
$5B 2.05%
28,767,106
+359,854
8
$4.48B 1.84%
5,058,101
+169,391
9
$4.09B 1.67%
41,653,513
+21,282,662
10
$4.04B 1.66%
23,422,781
+875,921
11
$3.9B 1.6%
23,795,236
+644,039
12
$3.85B 1.58%
47,659,844
+2,107,197
13
$3.82B 1.57%
9,426,649
+205,954
14
$3.76B 1.54%
6,565,134
+289,207
15
$3.54B 1.45%
16,784,272
+4,043,841
16
$3.5B 1.43%
8,952,632
+205,012
17
$3.42B 1.4%
29,197,557
+949,875
18
$3.36B 1.38%
12,276,551
+314,530
19
$3.18B 1.3%
18,380,610
+830,476
20
$3.18B 1.3%
4,481,939
+123,987
21
$3.05B 1.25%
17,898,029
+310,709
22
$2.99B 1.23%
6,042,640
+161,133
23
$2.97B 1.22%
59,409,395
+1,392,494
24
$2.87B 1.18%
19,482,388
+672,244
25
$2.69B 1.1%
3,034,491
+78,590