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
$91.1B
AUM Growth
+$677M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
980
New
Increased
Reduced
Closed

Top Buys

1 +$671M
2 +$561M
3 +$392M
4
NFLX icon
Netflix
NFLX
+$349M
5
BABA icon
Alibaba
BABA
+$319M

Sector Composition

1 Technology 20.01%
2 Financials 13.51%
3 Healthcare 10.94%
4 Consumer Discretionary 8.78%
5 Energy 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
$2.88M ﹤0.01%
82,331
-28
452
$2.87M ﹤0.01%
47,463
-847
453
$2.85M ﹤0.01%
85,964
-25
454
$2.77M ﹤0.01%
62,033
455
$2.76M ﹤0.01%
36,859
+3,492
456
$2.72M ﹤0.01%
36,141
+693
457
$2.71M ﹤0.01%
56,021
-3,880
458
$2.65M ﹤0.01%
81,563
-100
459
$2.56M ﹤0.01%
342,818
460
$2.54M ﹤0.01%
+112,270
461
$2.49M ﹤0.01%
100,611
462
$2.44M ﹤0.01%
143,734
463
$2.42M ﹤0.01%
700,291
+1,500
464
$2.4M ﹤0.01%
+14,567
465
$2.39M ﹤0.01%
89,067
-11,655
466
$2.38M ﹤0.01%
81,784
-9,865
467
$2.33M ﹤0.01%
15,334
-135
468
$2.29M ﹤0.01%
12,514
-164
469
$2.27M ﹤0.01%
58,877
-24
470
$2.23M ﹤0.01%
60,409
-5,457
471
$2.21M ﹤0.01%
33,362
-2,937
472
$2.16M ﹤0.01%
164,202
473
$2.14M ﹤0.01%
6,547
-53
474
$2.14M ﹤0.01%
25,658
475
$2.13M ﹤0.01%
38,018
+2,643