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
$114B
AUM Growth
+$11.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,002
New
Increased
Reduced
Closed

Top Buys

1 +$359M
2 +$334M
3 +$232M
4
AAPL icon
Apple
AAPL
+$168M
5
AMZN icon
Amazon
AMZN
+$136M

Top Sells

1 +$161M
2 +$153M
3 +$107M
4
CLGX
Corelogic, Inc.
CLGX
+$99.1M
5
SBUX icon
Starbucks
SBUX
+$88.7M

Sector Composition

1 Technology 26.41%
2 Consumer Discretionary 13.75%
3 Financials 11.06%
4 Healthcare 10.73%
5 Communication Services 6.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$27M 0.02%
158,998
-16,632
227
$26.6M 0.02%
93,936
+1,031
228
$26.6M 0.02%
663,300
-15,536
229
$26.4M 0.02%
1,215,680
-32,298
230
$25.8M 0.02%
454,086
+20,484
231
$25.7M 0.02%
156,396
-5,166
232
$25.1M 0.02%
954,157
-102,514
233
$25M 0.02%
+458,262
234
$24.6M 0.02%
312,476
-7,530
235
$23.9M 0.02%
+2,389,952
236
$23.7M 0.02%
274,077
+18,520
237
$23.3M 0.02%
882,186
-22,632
238
$23.2M 0.02%
+800,633
239
$23.1M 0.02%
2,648,340
-64,561
240
$22.7M 0.02%
9,670,674
+54,646
241
$22.4M 0.02%
834,979
+141,830
242
$21.8M 0.02%
1,755,523
+1,126,245
243
$21.4M 0.02%
987,648
-127,598
244
$21.1M 0.02%
130,470
-14,266
245
$20.7M 0.02%
274,190
-44,559
246
$20.7M 0.02%
2,394,366
+390,424
247
$19.6M 0.02%
1,148,069
-31,095
248
$19.6M 0.02%
175,201
-15,414
249
$19.5M 0.02%
1,313,173
-26,129
250
$19.4M 0.02%
2,924,004
-100,621