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
576
$515K ﹤0.01%
6,709
+1,085
577
$513K ﹤0.01%
3,576
+359
578
$508K ﹤0.01%
18,888
-326,539
579
$499K ﹤0.01%
8,890
-344,401
580
$496K ﹤0.01%
14,658
581
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9,206
-61,502
582
$488K ﹤0.01%
105,125
-300
583
$467K ﹤0.01%
11,191
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584
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9,975
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22,500
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9,192
-7,142
588
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2,530
589
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1,843
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590
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5,349
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591
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18,992
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592
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10,071
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594
$427K ﹤0.01%
35,860
+180
595
$425K ﹤0.01%
24,779
596
$424K ﹤0.01%
1,644
+30
597
$421K ﹤0.01%
3,360
+7
598
$420K ﹤0.01%
21,811
-8,031
599
$419K ﹤0.01%
4,399
+118
600
$419K ﹤0.01%
73,583