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
26
$806M 0.94%
15,004,481
+461,344
27
$764M 0.9%
2,866,481
+1,238,916
28
$763M 0.89%
29,159,344
+753,474
29
$752M 0.88%
8,730,123
+237,774
30
$731M 0.86%
16,500,462
+459,410
31
$705M 0.83%
8,888,881
+58,102
32
$688M 0.81%
2,840,766
+57,663
33
$677M 0.79%
16,871,341
+174,183
34
$658M 0.77%
6,008,661
+1,625,016
35
$655M 0.77%
41,133,785
-858,475
36
$635M 0.74%
11,790,212
+421,328
37
$623M 0.73%
51,404,707
+2,577,441
38
$622M 0.73%
15,374,597
+409,357
39
$609M 0.71%
11,660,802
+378,754
40
$600M 0.7%
4,872,302
+116,560
41
$594M 0.7%
10,096,351
+609,241
42
$590M 0.69%
5,546,466
+374,365
43
$575M 0.67%
7,084,639
+186,467
44
$566M 0.66%
5,587,481
+160,503
45
$563M 0.66%
46,412,059
+2,120,869
46
$562M 0.66%
6,697,144
+374,222
47
$519M 0.61%
4,989,051
-5,345,749
48
$511M 0.6%
3,935,231
+100,704
49
$501M 0.59%
6,198,348
+266,933
50
$493M 0.58%
17,014,092
-677,856
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