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
151
$61.7M 0.07%
2,565,633
+73,083
152
$61.3M 0.07%
823,456
+74,872
153
$61.2M 0.07%
3,246,375
+171,168
154
$60.4M 0.07%
467,683
+6,783
155
$59.9M 0.07%
2,576,110
-12,294
156
$59M 0.06%
1,684,696
-4,375
157
$58.8M 0.06%
1,466,963
+17,495
158
$58.4M 0.06%
648,010
+51,545
159
$58.3M 0.06%
2,529,623
-27,437
160
$58.1M 0.06%
321,291
+40,117
161
$58M 0.06%
438,371
-32,970
162
$57.9M 0.06%
2,318,491
-475,244
163
$57.3M 0.06%
526,659
-2,096
164
$55.3M 0.06%
359,664
+65,263
165
$55.2M 0.06%
181,709
+1,861
166
$54.2M 0.06%
743,398
+118,563
167
$54M 0.06%
3,278,813
-60,587
168
$53.8M 0.06%
2,523,581
-45,701
169
$53.5M 0.06%
411,404
-1,720
170
$52.8M 0.06%
880,015
+278
171
$52M 0.06%
1,551,421
-2,701
172
$51.9M 0.06%
1,699,583
-10,466,244
173
$51.6M 0.06%
349,347
-4,279
174
$51.1M 0.06%
243,836
-15,616
175
$51M 0.06%
4,647,875
+154,114