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
651
$472K ﹤0.01%
+24,095
652
$470K ﹤0.01%
+13,158
653
$458K ﹤0.01%
5,968
+1,239
654
$453K ﹤0.01%
4,777
+1,197
655
$450K ﹤0.01%
6,668
+3,953
656
$447K ﹤0.01%
3,491
+1,601
657
$445K ﹤0.01%
8,878
-189
658
$442K ﹤0.01%
10,293
-1,327
659
$442K ﹤0.01%
5,356
-191
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$440K ﹤0.01%
1,377
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$438K ﹤0.01%
9,514
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662
$430K ﹤0.01%
+5,392
663
$427K ﹤0.01%
13,583
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664
$426K ﹤0.01%
+17,066
665
$426K ﹤0.01%
5,178
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666
$425K ﹤0.01%
545,198
667
$424K ﹤0.01%
3,184
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$424K ﹤0.01%
+24,599
669
$423K ﹤0.01%
9,342
+165
670
$422K ﹤0.01%
8,180
+378
671
$418K ﹤0.01%
16,219
+3,574
672
$418K ﹤0.01%
3,320
+283
673
$414K ﹤0.01%
4,926
+71
674
$410K ﹤0.01%
1,802
+192
675
$404K ﹤0.01%
24,907
-293