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
301
$14.4M 0.01%
5,728,468
-24,394
302
$13.7M 0.01%
221,704
-63
303
$13.7M 0.01%
172,947
+8,779
304
$13.6M 0.01%
182,560
+21,368
305
$13.1M 0.01%
48,130
+913
306
$13M 0.01%
145,026
+338
307
$13M 0.01%
560,446
+20,598
308
$12.8M 0.01%
173,354
+5,484
309
$12.8M 0.01%
1,282,167
-44,767
310
$12.8M 0.01%
443,103
+6,693
311
$12.6M 0.01%
64,349
+13,558
312
$12.6M 0.01%
1,869,871
+214,749
313
$12.2M 0.01%
164,586
+191
314
$12M 0.01%
151,423
+3,813
315
$11.8M 0.01%
162,182
+4,012
316
$11.8M 0.01%
156,129
-52,549
317
$11.7M 0.01%
144,335
-9,272
318
$11.4M 0.01%
220,069
-3,075
319
$11.4M 0.01%
2,308,555
-2,583
320
$11.3M 0.01%
85,492
+1,252
321
$11.1M 0.01%
1,777,957
-180,395
322
$11.1M 0.01%
317,859
+5,758
323
$10.9M 0.01%
203,052
+18,970
324
$10.9M 0.01%
131,415
+8,453
325
$10.9M 0.01%
241,800
-29,053