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
$85.3B
AUM Growth
+$12.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
944
New
Increased
Reduced
Closed

Top Buys

1 +$330M
2 +$305M
3 +$270M
4
NFLX icon
Netflix
NFLX
+$258M
5
COP icon
ConocoPhillips
COP
+$244M

Top Sells

1 +$812M
2 +$556M
3 +$190M
4
TV icon
Televisa
TV
+$119M
5
VIS icon
Vanguard Industrials ETF
VIS
+$83.7M

Sector Composition

1 Technology 18.39%
2 Financials 12.97%
3 Healthcare 11.55%
4 Consumer Discretionary 8.66%
5 Energy 7.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$28.9M 0.03%
190,105
-17,568
227
$28.9M 0.03%
390,444
-12,340
228
$28.5M 0.03%
544,212
-53,017
229
$28.5M 0.03%
266,124
-23,268
230
$28.2M 0.03%
6,080,661
231
$28M 0.03%
228,745
-6,622,837
232
$27.7M 0.03%
690,718
-42,924
233
$27.6M 0.03%
138,943
+107,217
234
$27.5M 0.03%
576,317
+82,239
235
$27M 0.03%
533,544
+31,363
236
$26.9M 0.03%
1,156,913
237
$26.9M 0.03%
532,440
-64,947
238
$26.6M 0.03%
8,622,363
+2,928,628
239
$26.4M 0.03%
151,695
+500
240
$26.3M 0.03%
276,943
-12,965
241
$25.6M 0.03%
7,131,085
-20,954
242
$25.6M 0.03%
370,264
-7,374
243
$25.1M 0.03%
1,300,505
+960,304
244
$25M 0.03%
12,571,430
+282,585
245
$23.9M 0.03%
245,646
-3,115
246
$23.9M 0.03%
4,658,420
+2,825,348
247
$23.8M 0.03%
156,765
+30,383
248
$23.8M 0.03%
271,579
+28,855
249
$23.8M 0.03%
260,837
+10,601
250
$23.7M 0.03%
235,592
+5,484