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
326
$10.8M 0.01%
145,909
+5,382
327
$10.7M 0.01%
143,721
+22
328
$10.6M 0.01%
30,150
+493
329
$10.5M 0.01%
34,476
+13
330
$10.3M 0.01%
61,968
-9,434
331
$10.1M 0.01%
152,673
-31,229
332
$9.75M 0.01%
72,116
-16,846
333
$9.69M 0.01%
45,702
+38,073
334
$9.6M 0.01%
83,551
+66,436
335
$9.35M 0.01%
24,315
+8,555
336
$9.23M 0.01%
135,517
+19,442
337
$9.11M 0.01%
227,297
+12,323
338
$9.04M 0.01%
224,550
-6,629
339
$8.81M 0.01%
340,221
+31,334
340
$8.73M 0.01%
180,218
+3,029
341
$8.67M 0.01%
482,491
+5,271
342
$8.55M 0.01%
61,269
+26,569
343
$8.18M 0.01%
36,688
+13,512
344
$8.14M 0.01%
102,518
+6,519
345
$8.05M 0.01%
68,427
+2,768
346
$7.97M 0.01%
165,828
-21,667
347
$7.95M 0.01%
55,879
-4,470
348
$7.86M 0.01%
302,682
+76,682
349
$7.75M 0.01%
258,101
-19,976
350
$7.57M 0.01%
3,103,628
+1,570,834