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
76
$245M 0.29%
5,077,217
+261,414
77
$225M 0.26%
1,009,849
-53,705
78
$224M 0.26%
4,542,004
-95,362
79
$222M 0.26%
11,760,552
+567,321
80
$219M 0.26%
4,532,995
+147,830
81
$203M 0.24%
788,173
-277,188
82
$193M 0.23%
1,739,951
+234,452
83
$180M 0.21%
1,730,979
-134,763
84
$174M 0.2%
4,634,582
-232,996
85
$161M 0.19%
37,254,957
-1,204,025
86
$150M 0.18%
1,585,104
-11,276
87
$142M 0.17%
1,110,434
-296,686
88
$142M 0.17%
3,561,244
+719,515
89
$130M 0.15%
9,096,980
-2,814,227
90
$123M 0.14%
+2,044,909
91
$123M 0.14%
12,307,868
+1,406,769
92
$116M 0.14%
3,814,325
-272,468
93
$116M 0.14%
645,326
+85,229
94
$115M 0.14%
26,834,859
-1,285,725
95
$115M 0.13%
1,460,347
-62,534
96
$113M 0.13%
354,216
-123,045
97
$113M 0.13%
1,068,789
-244,723
98
$109M 0.13%
2,030,580
-15,531
99
$109M 0.13%
418,545
+45,014
100
$106M 0.12%
277,643
-12,197
2 3
4
5 6