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
126
$77.2M 0.09%
1,515,914
+1,158,642
127
$76.5M 0.09%
1,609,591
-118,310
128
$76.2M 0.09%
1,863,640
+179,885
129
$76.1M 0.09%
+2,410,565
130
$75M 0.09%
245,515
-13,280
131
$75M 0.09%
1,088,423
+319,148
132
$74.9M 0.09%
3,097,085
-224,824
133
$73.8M 0.09%
1,981,450
-142,288
134
$73.5M 0.09%
2,576,568
+184,440
135
$73M 0.09%
1,127,396
+56,656
136
$72.9M 0.09%
628,423
-138,239
137
$72.8M 0.09%
823,232
+361,520
138
$72M 0.08%
253,286
+147,608
139
$71.9M 0.08%
2,562,263
-208,261
140
$71.7M 0.08%
950,913
-251,305
141
$71.4M 0.08%
1,331,309
+96,177
142
$69M 0.08%
3,086,074
-178,736
143
$69M 0.08%
1,339,440
-121,580
144
$67.8M 0.08%
406,562
+3,131
145
$67.1M 0.08%
2,088,822
-142,539
146
$66.6M 0.08%
1,172,019
-100,619
147
$64.1M 0.08%
441,361
+5,690
148
$63.4M 0.07%
1,595,577
+311,813
149
$62.6M 0.07%
603,262
+15,383
150
$62.6M 0.07%
2,628,978
-184,896