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
101
$194M 0.14%
4,226,078
-61,668
102
$193M 0.14%
3,126,544
-209,620
103
$185M 0.13%
4,062,419
-177,185
104
$183M 0.13%
286,868
-7,373
105
$178M 0.13%
3,792,226
-223,794
106
$171M 0.12%
751,949
+16,565
107
$167M 0.12%
10,864,657
-199,131
108
$167M 0.12%
5,315,424
+367,120
109
$162M 0.12%
970,450
-23,255
110
$162M 0.11%
1,896,532
-47,662
111
$162M 0.11%
931,600
-20,483
112
$162M 0.11%
539,755
+168,428
113
$155M 0.11%
3,811,235
+252,374
114
$155M 0.11%
1,659,397
-59,799
115
$153M 0.11%
888,762
+43,005
116
$142M 0.1%
363,469
+4,827
117
$140M 0.1%
4,123,653
+371,551
118
$138M 0.1%
583,361
+12,318
119
$137M 0.1%
925,679
+1,824
120
$134M 0.1%
3,605,311
+100,331
121
$134M 0.09%
930,273
+16,776
122
$133M 0.09%
+6,156,348
123
$130M 0.09%
25,148,290
-537,393
124
$129M 0.09%
2,460,472
-12,419
125
$125M 0.09%
1,055,577
-16,990
3 4
5
6 7