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
301
$12.3M 0.01%
214,946
-22,565
302
$12.2M 0.01%
347,155
+169,910
303
$12.1M 0.01%
147,197
-17,164
304
$12M 0.01%
120,345
-9,623
305
$12M 0.01%
472,547
-90,079
306
$12M 0.01%
39,674
-2,548
307
$12M 0.01%
345,496
+324,258
308
$11.9M 0.01%
847,634
+189,061
309
$11.9M 0.01%
2,397,215
+21,296
310
$11.9M 0.01%
938,128
311
$11.8M 0.01%
549,668
-97,640
312
$11.7M 0.01%
177,585
+23,962
313
$11.6M 0.01%
217,140
314
$11.4M 0.01%
268,704
+19,592
315
$11.4M 0.01%
92,675
+8,812
316
$11.3M 0.01%
90,881
-7,195
317
$11.2M 0.01%
77,790
-6,075
318
$11M 0.01%
316,000
+75,000
319
$10.9M 0.01%
273,641
-31,461
320
$10.8M 0.01%
+291,583
321
$10.8M 0.01%
946,206
+241,421
322
$10.8M 0.01%
96,929
-7,811
323
$10.6M 0.01%
979,479
+240,866
324
$10.5M 0.01%
147,834
-97,828
325
$10.3M 0.01%
119,424
-6,355