Ken Fisher

Ken Fisher Fisher Asset Management

AUM $293B
1-Year Est. Return 28.33%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.33%
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
1,196
New
Increased
Reduced
Closed

Top Buys

1 +$907M
2 +$260M
3 +$223M
4
AMZN icon
Amazon
AMZN
+$173M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$160M

Top Sells

1 +$471M
2 +$177M
3 +$160M
4
PBR icon
Petrobras
PBR
+$153M
5
ADBE icon
Adobe
ADBE
+$146M

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
201
$51.6M 0.04%
1,022,249
+95,812
202
$51.5M 0.04%
528,526
+18,989
203
$49.7M 0.04%
844,351
+1,100
204
$49M 0.03%
327,505
+22,592
205
$48.7M 0.03%
490,623
-10,200
206
$48.4M 0.03%
120,734
-2,801
207
$48.4M 0.03%
2,024,760
+196,585
208
$48.3M 0.03%
912,280
+76,558
209
$47.2M 0.03%
893,183
+36,511
210
$46.4M 0.03%
491,280
-65,292
211
$46M 0.03%
452,588
+31,061
212
$45.1M 0.03%
1,047,976
-107,490
213
$44.7M 0.03%
1,015,289
+73,775
214
$44.7M 0.03%
887,781
+36,271
215
$43.6M 0.03%
1,399,849
-23,611
216
$43.5M 0.03%
224,904
-8,901
217
$43.4M 0.03%
4,561,019
-1,095,218
218
$43.3M 0.03%
248,487
-266
219
$43M 0.03%
1,613,091
+471,258
220
$42.7M 0.03%
3,582,226
-32,672
221
$42.4M 0.03%
139,840
+7,194
222
$42.1M 0.03%
999,696
+139,304
223
$40.9M 0.03%
2,362,549
-42,416
224
$39.8M 0.03%
676,175
-15,743
225
$39.2M 0.03%
1,644,574
-4,338