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
701
$85K ﹤0.01%
7,703
+470
702
$66K ﹤0.01%
17,270
703
$57K ﹤0.01%
+1,000
704
$33K ﹤0.01%
573
705
$26K ﹤0.01%
1,696
+67
706
$7K ﹤0.01%
387,651
707
$4K ﹤0.01%
10,000
708
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