Ken Fisher

Ken Fisher Fisher Asset Management

AUM $252B
1-Year Return 19.67%
 

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 Return
1 Year Return
+19.67%
3 Year Return
5 Year Return
10 Year 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
1
$3.47B 3.81%
20,200,734
+419,991
2
$3.14B 3.45%
56,166,036
+1,211,668
3
$3.06B 3.36%
35,240,120
+808,080
4
$2.97B 3.26%
21,358,671
+536,428
5
$2.25B 2.47%
13,465,815
+1,910,506
6
$2.06B 2.26%
22,578,768
+2,946,684
7
$1.98B 2.18%
15,569,223
-5,060,521
8
$1.79B 1.97%
29,387,660
+905,640
9
$1.63B 1.79%
47,737,133
+1,220,686
10
$1.61B 1.77%
13,605,412
+2,252,720
11
$1.6B 1.75%
8,705,726
-2,348,881
12
$1.58B 1.73%
33,924,328
-790,787
13
$1.56B 1.72%
12,081,488
+240,367
14
$1.51B 1.66%
5,457,637
-1,714,245
15
$1.51B 1.65%
30,517,061
+839,300
16
$1.42B 1.56%
6,135,124
+1,280,467
17
$1.4B 1.53%
27,074,144
+516,977
18
$1.3B 1.42%
32,741,004
+854,244
19
$1.13B 1.24%
4,079,637
+972,817
20
$1.12B 1.23%
4,028,161
-1,355,746
21
$1.1B 1.21%
10,132,078
-4,284,670
22
$1.08B 1.18%
7,265,009
+1,646,325
23
$1.01B 1.11%
19,504,169
+5,351,860
24
$894M 0.98%
7,585,866
+173,795
25
$886M 0.97%
16,092,964
+525,562