Ken Fisher

Ken Fisher Fisher Asset Management

AUM $252B
1-Year Return 19.67%
 

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 Return
1 Year Return
+19.67%
3 Year Return
5 Year Return
10 Year 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
1
$2.99B 3.51%
19,158,668
+536,571
2
$2.97B 3.48%
33,369,400
+952,860
3
$2.51B 2.94%
52,767,980
+1,702,032
4
$2.48B 2.91%
20,853,243
-413,997
5
$2.36B 2.77%
20,043,892
+602,103
6
$2.11B 2.47%
11,540,535
+56,649
7
$1.84B 2.16%
7,312,367
-171,104
8
$1.81B 2.12%
44,872,834
+783,267
9
$1.76B 2.07%
10,299,630
+752,978
10
$1.61B 1.89%
11,539,997
+202,344
11
$1.6B 1.88%
27,261,440
+816,460
12
$1.53B 1.8%
28,424,505
+1,085,931
13
$1.49B 1.75%
14,607,889
-243,057
14
$1.45B 1.7%
35,303,985
-925,518
15
$1.39B 1.62%
15,947,221
+3,103,207
16
$1.38B 1.62%
25,771,499
+812,493
17
$1.37B 1.6%
5,457,566
-95,265
18
$1.2B 1.41%
10,971,608
+290,056
19
$1.01B 1.19%
31,130,961
+343,524
20
$1,000M 1.17%
17,963,857
+1,072,944
21
$905M 1.06%
4,716,646
+133,854
22
$848M 0.99%
13,545,471
+847,319
23
$846M 0.99%
5,344,051
+1,927,911
24
$826M 0.97%
7,155,148
+229,076
25
$808M 0.95%
8,943,545
+619,405