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
601
$548K ﹤0.01%
6,129
-664,590
602
$547K ﹤0.01%
8,905
-5,525
603
$544K ﹤0.01%
9,391
+1,416
604
$543K ﹤0.01%
29,918
605
$543K ﹤0.01%
9,118
-504
606
$531K ﹤0.01%
105,125
607
$529K ﹤0.01%
+12,495
608
$515K ﹤0.01%
14,718
609
$515K ﹤0.01%
9,599
+367
610
$512K ﹤0.01%
7,183
-1,358
611
$509K ﹤0.01%
10,945
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1,337
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$499K ﹤0.01%
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2,027
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5,085
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$484K ﹤0.01%
2,058
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618
$481K ﹤0.01%
2,551
-36
619
$479K ﹤0.01%
44,469
620
$473K ﹤0.01%
120,276
621
$471K ﹤0.01%
19,532
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$464K ﹤0.01%
17,256
-5,954
623
$462K ﹤0.01%
4,319
+84
624
$460K ﹤0.01%
1,579
+668
625
$452K ﹤0.01%
38,023
+1,000