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
326
$9.99M 0.01%
156,816
-43
327
$9.96M 0.01%
108,818
+15,481
328
$9.75M 0.01%
110,294
-14,383
329
$9.66M 0.01%
141,227
+5,502
330
$9.57M 0.01%
176,958
-10,743
331
$9.41M 0.01%
131,469
-133,868
332
$9.34M 0.01%
601,939
+136,649
333
$9.31M 0.01%
100,013
-12,558
334
$9.02M 0.01%
115,025
+9,059
335
$8.99M 0.01%
328,586
-3,606
336
$8.86M 0.01%
210,144
-6,717
337
$8.69M 0.01%
+393,186
338
$8.65M 0.01%
148,253
+1,637
339
$8.6M 0.01%
84,422
-5,877
340
$8.45M 0.01%
312,719
-11,079
341
$8.4M 0.01%
67,139
-3,448
342
$8.26M 0.01%
708,575
+40,343
343
$8.21M 0.01%
62,430
-3,761
344
$8.14M 0.01%
113,105
-10,238
345
$7.94M 0.01%
93,618
-8,616
346
$7.81M 0.01%
193,365
-4,193
347
$7.62M 0.01%
104,637
-24
348
$7.57M 0.01%
104,946
+10,405
349
$7.54M 0.01%
273,381
-62,646
350
$7.5M 0.01%
155,328
-23,257