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
$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
1
$8.98B 6.35%
65,669,735
+1,719,927
2
$7.37B 5.22%
28,694,382
+822,443
3
$5.17B 3.66%
48,642,501
+1,380,981
4
$4.75B 3.36%
59,382,884
+1,827,796
5
$4.56B 3.23%
41,875,380
+1,355,580
6
$2.68B 1.9%
13,632,880
+353,418
7
$2.59B 1.83%
15,674,961
+440,246
8
$2.29B 1.62%
8,356,484
+221,621
9
$2.26B 1.6%
6,183,993
-358,557
10
$2.19B 1.55%
4,595,741
+150,028
11
$2.15B 1.52%
26,323,153
+134,529
12
$2.13B 1.51%
15,355,219
-331,333
13
$2.08B 1.47%
4,339,634
+118,379
14
$1.92B 1.36%
5,934,867
-1,569,338
15
$1.92B 1.36%
25,143,103
+755,302
16
$1.87B 1.32%
11,581,740
+383,427
17
$1.72B 1.22%
15,603,176
-299,081
18
$1.65B 1.16%
14,479,152
+34,131
19
$1.6B 1.13%
28,639,064
-3,183,140
20
$1.57B 1.11%
47,521,330
+2,175,016
21
$1.52B 1.08%
52,067,916
+1,317,415
22
$1.52B 1.08%
4,824,921
+164,477
23
$1.41B 1%
26,863,177
+812,418
24
$1.41B 1%
21,387,732
+544,887
25
$1.34B 0.95%
7,503,268
+230,946