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
351
$7.52M 0.01%
139,500
+76,975
352
$7.45M 0.01%
+180,086
353
$7.4M 0.01%
26,253
+1,669
354
$7.38M 0.01%
190,532
-5,144
355
$7.22M 0.01%
232,000
356
$7.09M 0.01%
209,000
357
$7M 0.01%
183,560
+552
358
$6.91M ﹤0.01%
28,428
-921
359
$6.87M ﹤0.01%
212,658
+36,037
360
$6.87M ﹤0.01%
70,478
-4,178
361
$6.82M ﹤0.01%
34,586
-10,453
362
$6.77M ﹤0.01%
80,198
-18,318
363
$6.69M ﹤0.01%
72,196
+4,416
364
$6.68M ﹤0.01%
65,602
+35,346
365
$6.68M ﹤0.01%
244,575
+36,320
366
$6.67M ﹤0.01%
27,565
+6,753
367
$6.66M ﹤0.01%
150,710
+28,739
368
$6.6M ﹤0.01%
67,752
+4,002
369
$6.48M ﹤0.01%
75,945
+13,462
370
$6.45M ﹤0.01%
353,123
+123
371
$6.43M ﹤0.01%
41,744
+9,066
372
$6.28M ﹤0.01%
80,236
-20,904
373
$6.25M ﹤0.01%
38,000
374
$6.12M ﹤0.01%
184,828
-43,035
375
$6.11M ﹤0.01%
85,609
-80,850