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
526
$1.39M ﹤0.01%
75,259
527
$1.38M ﹤0.01%
79,350
-470
528
$1.38M ﹤0.01%
11,166
-104
529
$1.35M ﹤0.01%
23,253
-40
530
$1.34M ﹤0.01%
55,978
-8,762
531
$1.3M ﹤0.01%
60,011
-3,286
532
$1.27M ﹤0.01%
18,397
-4,359
533
$1.26M ﹤0.01%
29,796
-2
534
$1.25M ﹤0.01%
33,226
-4,705
535
$1.25M ﹤0.01%
12,804
-35
536
$1.23M ﹤0.01%
4,367
-27
537
$1.18M ﹤0.01%
7,399
+2,329
538
$1.17M ﹤0.01%
37,370
+13,480
539
$1.17M ﹤0.01%
+30,704
540
$1.12M ﹤0.01%
12,282
-500,138
541
$1.12M ﹤0.01%
83,905
542
$1.09M ﹤0.01%
+37,159
543
$1.06M ﹤0.01%
33,639
-1,156
544
$1.06M ﹤0.01%
36,995
-443,585
545
$1.05M ﹤0.01%
38,364
546
$1.04M ﹤0.01%
23,749
-145,183
547
$1.01M ﹤0.01%
17,843
548
$1M ﹤0.01%
15,414
+2,409
549
$997K ﹤0.01%
50,860
550
$961K ﹤0.01%
17,898
-1,983