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
651
$271K ﹤0.01%
+1,046
652
$271K ﹤0.01%
+14,868
653
$266K ﹤0.01%
+1,541
654
$265K ﹤0.01%
4,466
+266
655
$253K ﹤0.01%
8,878
-5,852
656
$253K ﹤0.01%
+1,751
657
$249K ﹤0.01%
9,783
-7,648
658
$247K ﹤0.01%
+14,166
659
$247K ﹤0.01%
+3,127
660
$246K ﹤0.01%
3,246
+2
661
$244K ﹤0.01%
+3,712
662
$243K ﹤0.01%
2,029
-1,341
663
$237K ﹤0.01%
+2,954
664
$236K ﹤0.01%
1,497
-114
665
$234K ﹤0.01%
+6,446
666
$234K ﹤0.01%
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$228K ﹤0.01%
+7,846
668
$228K ﹤0.01%
6,884
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669
$227K ﹤0.01%
+2,429
670
$225K ﹤0.01%
+4,077
671
$221K ﹤0.01%
4,360
+47
672
$221K ﹤0.01%
3,271
-215
673
$220K ﹤0.01%
+5,206
674
$220K ﹤0.01%
11,790
-4,260
675
$217K ﹤0.01%
2,037
-498