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
251
$29.2M 0.02%
256,333
+23,541
252
$28.8M 0.02%
570,511
+172,456
253
$28.4M 0.02%
297,074
-7,451
254
$27.7M 0.02%
395,837
-19,683
255
$27.1M 0.02%
121,704
+1,617
256
$27.1M 0.02%
132,848
+504
257
$26.7M 0.02%
358,848
-16,768
258
$26.5M 0.02%
618,783
259
$26.3M 0.02%
385,267
+71,942
260
$26M 0.02%
148,570
+11,370
261
$25.7M 0.02%
783,434
+201,977
262
$24.7M 0.02%
589,702
-1,392
263
$23.6M 0.02%
842,714
-14,337
264
$23.5M 0.02%
724,921
-7,875
265
$23.5M 0.02%
1,311,111
-42,522
266
$23.5M 0.02%
2,128,855
+97,935
267
$23M 0.02%
189,562
+1,355
268
$22.8M 0.02%
119,200
-3,060
269
$22.5M 0.02%
322,129
+118
270
$22.2M 0.02%
359,938
-16,849
271
$22M 0.02%
8,295,962
+689,626
272
$22M 0.02%
126,240
+9,794
273
$21.6M 0.02%
42,036
-5,302
274
$20.8M 0.01%
1,232,815
+2,433
275
$19.6M 0.01%
1,200,190
+20,305