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
$141B
AUM Growth
-$28.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,197
New
Increased
Reduced
Closed

Top Buys

1 +$904M
2 +$235M
3 +$211M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$148M
5
AMZN icon
Amazon
AMZN
+$147M

Top Sells

1 +$509M
2 +$177M
3 +$160M
4
ADBE icon
Adobe
ADBE
+$131M
5
PBR icon
Petrobras
PBR
+$129M

Sector Composition

1 Technology 27.79%
2 Healthcare 12.41%
3 Financials 9.98%
4 Consumer Discretionary 9.11%
5 Communication Services 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$38.9M 0.03%
1,654,002
+415,185
227
$36.8M 0.03%
1,539,338
+90,474
228
$36.3M 0.03%
1,439,863
+215,752
229
$36M 0.03%
1,394,562
-249,968
230
$36M 0.03%
732,904
-17,370
231
$35.7M 0.03%
118,704
+9,749
232
$35.6M 0.03%
1,392,389
-116,032
233
$35.6M 0.03%
178,472
+14,670
234
$35.5M 0.03%
184,238
+402
235
$34.8M 0.02%
526,716
-6,559
236
$34.7M 0.02%
442,477
-17,551
237
$34.1M 0.02%
646,326
+136,176
238
$33.4M 0.02%
+399,964
239
$32.8M 0.02%
425,800
-4,011
240
$32.7M 0.02%
9,595,487
-1,977,118
241
$32M 0.02%
1,362,490
+274,139
242
$31.9M 0.02%
183,670
-2,310
243
$31.6M 0.02%
665,668
+67,660
244
$31.2M 0.02%
577,979
-17,461
245
$30.9M 0.02%
280,008
+9
246
$30.9M 0.02%
239,951
-3,988
247
$30.3M 0.02%
462,905
+46,435
248
$30.2M 0.02%
350,904
+99,155
249
$30M 0.02%
287,223
+38,681
250
$29.4M 0.02%
1,475,285
+327,066