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
376
$5.04M 0.01%
62,208
-1,439
377
$4.99M 0.01%
132,439
378
$4.92M 0.01%
78,913
+6,577
379
$4.89M 0.01%
311,252
+210,340
380
$4.89M 0.01%
391,795
+248,821
381
$4.75M 0.01%
42,554
+6,668
382
$4.69M 0.01%
97,235
-1,903
383
$4.68M 0.01%
91,025
384
$4.55M 0.01%
155,335
-10,381
385
$4.45M 0.01%
51,379
-4,272
386
$4.44M 0.01%
164,929
-9,753
387
$4.42M 0.01%
68,430
-618,820
388
$4.41M 0.01%
159,940
+107,367
389
$4.4M 0.01%
48,392
-4,537
390
$4.4M 0.01%
89,616
-34,239
391
$4.4M 0.01%
77,093
+10,748
392
$4.38M 0.01%
74,547
-2,477
393
$4.34M 0.01%
130,675
-1,737
394
$4.25M 0.01%
38,010
+46
395
$4.22M 0.01%
37,732
-1,595
396
$4.2M ﹤0.01%
96,795
-4,552
397
$4.19M ﹤0.01%
26,373
-12,524
398
$4.14M ﹤0.01%
147,153
-4,489
399
$4.03M ﹤0.01%
22,079
+109
400
$4.01M ﹤0.01%
191,619
-73