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
26
$874M 0.96%
3,035,174
+96,610
27
$862M 0.95%
7,167,344
-545,355
28
$858M 0.94%
14,572,455
+716,424
29
$805M 0.88%
17,377,003
+508,580
30
$786M 0.86%
30,422,600
+620,132
31
$757M 0.83%
9,428,342
+245,841
32
$725M 0.8%
16,261,961
+357,670
33
$723M 0.79%
8,314,984
+247,749
34
$702M 0.77%
5,965,183
+153,852
35
$698M 0.77%
6,449,149
+401,451
36
$680M 0.75%
12,704,128
+1,192,541
37
$679M 0.75%
5,376,797
+5,313,853
38
$670M 0.74%
7,041,510
+179,100
39
$652M 0.72%
12,214,070
+1,129,894
40
$649M 0.71%
2,612,581
+58,153
41
$645M 0.71%
7,512,539
+186,548
42
$627M 0.69%
5,039,515
-74,151
43
$612M 0.67%
5,163,054
+123,800
44
$608M 0.67%
19,703,786
+18,174,376
45
$608M 0.67%
15,876,496
-438,644
46
$594M 0.65%
52,490,995
+1,384,055
47
$593M 0.65%
22,163,290
+13,026,780
48
$567M 0.62%
10,894,565
+327,457
49
$562M 0.62%
38,822,835
-1,093,031
50
$514M 0.56%
49,194,733
+13,109,071