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
51
$484M 0.57%
11,106,954
+4,341,834
52
$476M 0.56%
10,903,783
+674,610
53
$475M 0.56%
107,107,762
+4,641,247
54
$467M 0.55%
3,059,742
-59,489
55
$466M 0.55%
2,479,408
+90,271
56
$464M 0.54%
35,538,079
-1,993,779
57
$443M 0.52%
34,365,298
+1,986,846
58
$438M 0.51%
40,076,035
-1,803,840
59
$437M 0.51%
62,194,523
+2,303,929
60
$395M 0.46%
59,761,817
+596,800
61
$380M 0.45%
55,696,381
+110,619
62
$377M 0.44%
7,736,914
+475,333
63
$371M 0.44%
12,307,577
+1,255,018
64
$360M 0.42%
8,364,842
+341,853
65
$305M 0.36%
3,510,623
+105,415
66
$295M 0.35%
1,789,035
+96,829
67
$292M 0.34%
1,217,911
-26,442
68
$292M 0.34%
5,861,146
+1,823,900
69
$271M 0.32%
47,272,276
+3,214,225
70
$271M 0.32%
4,366,014
+1,601,669
71
$268M 0.31%
14,558,400
+657,357
72
$265M 0.31%
3,975,758
+3,658,108
73
$259M 0.3%
7,252,240
+7,223,320
74
$258M 0.3%
4,389,800
+49,680
75
$251M 0.29%
2,900,490
-35,093
1 2
3
4 5