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
726
$280K ﹤0.01%
4,421
-747
727
$279K ﹤0.01%
1,416
+93
728
$278K ﹤0.01%
3,779
+881
729
$277K ﹤0.01%
4,247
-189
730
$276K ﹤0.01%
2,092
-244
731
$276K ﹤0.01%
4,537
-322
732
$275K ﹤0.01%
6,507
-14,298
733
$272K ﹤0.01%
+4,398
734
$272K ﹤0.01%
4,863
+163
735
$270K ﹤0.01%
1,147
-68
736
$267K ﹤0.01%
11,151
+2,318
737
$267K ﹤0.01%
5,696
-312
738
$266K ﹤0.01%
1,548
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739
$265K ﹤0.01%
2,764
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740
$265K ﹤0.01%
548
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741
$263K ﹤0.01%
+15,182
742
$263K ﹤0.01%
16,738
-21,592
743
$261K ﹤0.01%
800
-162
744
$260K ﹤0.01%
770
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745
$257K ﹤0.01%
+1,865
746
$253K ﹤0.01%
2,127
-34
747
$252K ﹤0.01%
2,789
-10
748
$252K ﹤0.01%
1,204
-2,020
749
$251K ﹤0.01%
6,023
-1,321
750
$251K ﹤0.01%
9,006
-9