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
601
$712K ﹤0.01%
29,817
-4,290
602
$711K ﹤0.01%
11,329
+200
603
$705K ﹤0.01%
6,577
-13,770
604
$698K ﹤0.01%
9,481
-2,967
605
$678K ﹤0.01%
3,227
+1,069
606
$663K ﹤0.01%
11,912
-64
607
$659K ﹤0.01%
13,045
-856
608
$647K ﹤0.01%
13,052
-8,291
609
$642K ﹤0.01%
11,503
610
$639K ﹤0.01%
6,916
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611
$639K ﹤0.01%
+4,011
612
$634K ﹤0.01%
12,415
+1,189
613
$628K ﹤0.01%
16,020
+2,039
614
$628K ﹤0.01%
8,643
-2,751
615
$626K ﹤0.01%
13,194
+5,383
616
$624K ﹤0.01%
11,273
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617
$620K ﹤0.01%
3,079
-70
618
$616K ﹤0.01%
10,146
+2,471
619
$610K ﹤0.01%
9,766
-317
620
$605K ﹤0.01%
7,355
+412
621
$604K ﹤0.01%
15,955
-194
622
$600K ﹤0.01%
1,254
-13
623
$595K ﹤0.01%
4,427
+18
624
$583K ﹤0.01%
6,290
+70
625
$581K ﹤0.01%
17,216
+231