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
851
-5,374
852
-1,293
853
-7,278
854
-1,259
855
-3,212
856
-4,162
857
-4,296
858
-2,027
859
-7,147
860
-1,919
861
-1,522
862
-7,414
863
-2,088
864
-10,120
865
-23,586
866
-10,827
867
-9,065
868
$0 ﹤0.01%
3,500
869
-4,749
870
-14,871
871
-1,660
872
-6,142
873
-14,695
874
-5,440
875
-6,650