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
751
$249K ﹤0.01%
16,068
752
$248K ﹤0.01%
13,299
+1,698
753
$246K ﹤0.01%
+18,268
754
$246K ﹤0.01%
787
-50
755
$245K ﹤0.01%
+2,443
756
$245K ﹤0.01%
5,820
+1,320
757
$243K ﹤0.01%
54,882
758
$242K ﹤0.01%
7,413
-557
759
$241K ﹤0.01%
3,519
+501
760
$240K ﹤0.01%
+1,057
761
$239K ﹤0.01%
6,629
-716
762
$239K ﹤0.01%
7,161
-34,281
763
$236K ﹤0.01%
2,007
-979
764
$235K ﹤0.01%
+1,641
765
$234K ﹤0.01%
2,918
+119
766
$230K ﹤0.01%
4,023
+370
767
$223K ﹤0.01%
+5,155
768
$223K ﹤0.01%
+3,695
769
$223K ﹤0.01%
+11,685
770
$222K ﹤0.01%
1,977
-16
771
$218K ﹤0.01%
+11,401
772
$218K ﹤0.01%
+466
773
$207K ﹤0.01%
6,786
-4,380
774
$206K ﹤0.01%
7,592
+588
775
$205K ﹤0.01%
10,540
+201