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
276
$16.9M 0.02%
369,615
-59,077
277
$16.6M 0.02%
94,848
+8,482
278
$16.5M 0.02%
146,237
-8,191
279
$16.5M 0.02%
852,407
+404,123
280
$16.2M 0.02%
447,243
-13,764
281
$15.3M 0.02%
247,684
+21,182
282
$15.2M 0.02%
941,690
+75,771
283
$15.1M 0.02%
319,431
-10,757
284
$15M 0.02%
254,485
+33,108
285
$15M 0.02%
137,348
+23,070
286
$14.8M 0.02%
541,518
-43,722
287
$14.6M 0.02%
61,020
+20
288
$14.6M 0.02%
366,180
+200
289
$14.4M 0.02%
1,328,850
-98,149
290
$13.8M 0.02%
82,907
+29,888
291
$13.8M 0.02%
390,851
-24,485
292
$13.5M 0.02%
247,922
-45,550
293
$13.4M 0.02%
854,872
-70,368
294
$13.3M 0.02%
488,962
-460,174
295
$13.3M 0.02%
426,595
-939,281
296
$13M 0.02%
633,397
+218,913
297
$12.5M 0.01%
109,585
+74,463
298
$12.5M 0.01%
1,407,806
+27,410
299
$12.4M 0.01%
112,499
+30,421
300
$12.4M 0.01%
188,526
-30,569