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
176
$63.2M 0.04%
3,098,036
-58,475
177
$62.9M 0.04%
1,769,265
+160,133
178
$62.4M 0.04%
2,280,391
+66,373
179
$62.1M 0.04%
1,404,549
-288,428
180
$61.5M 0.04%
1,734,976
-18,380
181
$61.2M 0.04%
770,520
+3,637
182
$61M 0.04%
1,506,165
-106,896
183
$60.7M 0.04%
443,867
+994
184
$59.1M 0.04%
748,060
-3,248
185
$58.3M 0.04%
2,565,878
-42,679
186
$58M 0.04%
2,239,716
+536,678
187
$57.9M 0.04%
826,793
+80,016
188
$57.4M 0.04%
1,345,966
-22,724
189
$57M 0.04%
502,259
+120
190
$56.9M 0.04%
710,113
+59,718
191
$55.9M 0.04%
2,260,430
-575,124
192
$55.2M 0.04%
5,216,829
+1,230,006
193
$55M 0.04%
1,623,557
-49,647
194
$54.9M 0.04%
1,297,185
-39,460
195
$54.1M 0.04%
253,025
+4,631
196
$54M 0.04%
4,288,848
+777,683
197
$53.9M 0.04%
525,560
+14,996
198
$52.3M 0.04%
3,120,960
+381,831
199
$52M 0.04%
760,870
-37,709
200
$52M 0.04%
1,458,879
-1,391,903