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
201
$36.7M 0.04%
2,154,729
-190,580
202
$36.6M 0.04%
263,689
-1,440
203
$36M 0.04%
319,690
-9,805
204
$35.1M 0.04%
364,944
-142,878
205
$34.6M 0.04%
661,571
+3,614
206
$34M 0.04%
446,026
+7,014
207
$33.4M 0.04%
399,325
-947
208
$33.1M 0.04%
868,508
+15,325
209
$32.6M 0.04%
197,563
+100,096
210
$32.3M 0.04%
167,087
+3,494
211
$31.9M 0.04%
125,569
+109,284
212
$31.8M 0.03%
420,098
-3,778
213
$31.7M 0.03%
+199,149
214
$31.3M 0.03%
347,633
+3,439
215
$30.3M 0.03%
1,348,841
-34,314
216
$30.2M 0.03%
926,889
-15,948
217
$30.1M 0.03%
1,016,900
-14,621
218
$30.1M 0.03%
416,355
-5,110
219
$30M 0.03%
237,788
+2,482
220
$30M 0.03%
1,743,707
-3,587
221
$29.9M 0.03%
245,087
-7,294
222
$29.8M 0.03%
461,748
-3,806
223
$29.3M 0.03%
506,289
+25,097
224
$28.9M 0.03%
834,321
-244,780
225
$28.9M 0.03%
123,982
+4,012