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
76
$471M 0.33%
4,443,835
+242,700
77
$433M 0.31%
15,287,943
+819,764
78
$430M 0.3%
14,478,081
-366,978
79
$420M 0.3%
150,126,996
+12,205,078
80
$374M 0.26%
1,076,788
+79,600
81
$370M 0.26%
3,385,660
-33,720
82
$364M 0.26%
3,995,418
+212,266
83
$336M 0.24%
5,465,407
+386,400
84
$325M 0.23%
22,182,151
-6,505,058
85
$299M 0.21%
5,217,763
+580,748
86
$277M 0.2%
17,447,607
-2,945,385
87
$269M 0.19%
2,995,810
+222,954
88
$268M 0.19%
14,465,017
-598,764
89
$265M 0.19%
5,774,080
+851,323
90
$262M 0.19%
22,458,096
-11,069,529
91
$260M 0.18%
9,468,226
-435,268
92
$241M 0.17%
5,275,038
+494,983
93
$238M 0.17%
8,679,178
-462,540
94
$237M 0.17%
8,279,950
+775,640
95
$237M 0.17%
52,399,159
+3,515,641
96
$232M 0.16%
4,216,994
-284
97
$231M 0.16%
583,825
-6,673
98
$213M 0.15%
8,819,500
+213,142
99
$202M 0.14%
3,819,082
+374,434
100
$194M 0.14%
8,640,509
-3,751
2 3
4
5 6