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
501
$1.79M ﹤0.01%
+6,656
502
$1.79M ﹤0.01%
11,927
+267
503
$1.78M ﹤0.01%
45,838
-3,273
504
$1.73M ﹤0.01%
95,914
505
$1.72M ﹤0.01%
83,171
-10,062
506
$1.69M ﹤0.01%
19,627
-2,283
507
$1.67M ﹤0.01%
28,441
+1,118
508
$1.67M ﹤0.01%
201,264
509
$1.66M ﹤0.01%
42,328
510
$1.62M ﹤0.01%
31,532
511
$1.6M ﹤0.01%
61,913
-3,452
512
$1.57M ﹤0.01%
19,542
+11,201
513
$1.57M ﹤0.01%
19,677
+120
514
$1.56M ﹤0.01%
5
515
$1.52M ﹤0.01%
7,010
+197
516
$1.52M ﹤0.01%
54,565
-6,630,595
517
$1.51M ﹤0.01%
5,447
+18
518
$1.51M ﹤0.01%
3,869
+424
519
$1.49M ﹤0.01%
245,369
520
$1.49M ﹤0.01%
20,075
+18
521
$1.46M ﹤0.01%
22,710
522
$1.45M ﹤0.01%
10,309
-217
523
$1.44M ﹤0.01%
24,399
-1,040,416
524
$1.43M ﹤0.01%
41,970
525
$1.4M ﹤0.01%
47,000
-42