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
776
$204K ﹤0.01%
3,505
+151
777
$203K ﹤0.01%
+4,268
778
$202K ﹤0.01%
1,025
-442
779
$201K ﹤0.01%
+1,709
780
$200K ﹤0.01%
13,578
+1,384
781
$200K ﹤0.01%
5,835
-3,434
782
$200K ﹤0.01%
5,777
783
$179K ﹤0.01%
+20,568
784
$176K ﹤0.01%
17,634
-20,216
785
$169K ﹤0.01%
28,720
+1,133
786
$121K ﹤0.01%
+13,657
787
$118K ﹤0.01%
10,900
-199
788
$107K ﹤0.01%
+15,006
789
$93K ﹤0.01%
3,935
-13,248
790
$93K ﹤0.01%
+11,899
791
$83K ﹤0.01%
1,358
-1,166
792
$62K ﹤0.01%
+13,378
793
$46K ﹤0.01%
20,183
794
$32K ﹤0.01%
+10,150
795
$27K ﹤0.01%
12,996
-293
796
$27K ﹤0.01%
503
797
$20K ﹤0.01%
13,143
798
$17K ﹤0.01%
+16,000
799
$16K ﹤0.01%
+10,000
800
$16K ﹤0.01%
1,629
-241