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
$133B
AUM Growth
-$7.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,176
New
Increased
Reduced
Closed

Top Buys

1
+$1.22B
2
+$1.11B
3
+$989M
4
BLK icon
Blackrock
BLK
+$837M
5
SBUX icon
Starbucks
SBUX
+$806M

Top Sells

1
+$1.06B
2
+$924M
3
+$897M
4
COST icon
Costco
COST
+$846M
5
BABA icon
Alibaba
BABA
+$825M

Sector Composition

1 Technology 26.2%
2 Financials 11.9%
3 Healthcare 9.86%
4 Consumer Discretionary 9.75%
5 Communication Services 6.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$45.6M 0.03%
933,683
+40,500
227
$44.8M 0.03%
3,553,389
-28,837
228
$44.7M 0.03%
1,117,480
-228,486
229
$44.4M 0.03%
983,055
-16,641
230
$44M 0.03%
4,218,035
-70,813
231
$43M 0.03%
1,279,572
-17,613
232
$42.4M 0.03%
680,647
-207,134
233
$42.3M 0.03%
249,086
+599
234
$42.1M 0.03%
1,864,173
+251,082
235
$42M 0.03%
582,347
-178,523
236
$41.8M 0.03%
505,368
-20,192
237
$41.6M 0.03%
937,292
+290,966
238
$41.6M 0.03%
1,051,173
+809,373
239
$41.4M 0.03%
430,110
-22,478
240
$41.1M 0.03%
1,806,870
-217,890
241
$40.2M 0.03%
+4,897,903
242
$40.2M 0.03%
163,185
-93,685
243
$40M 0.03%
306,281
+173,718
244
$39.3M 0.03%
917,265
-36,409
245
$38.3M 0.03%
1,303,169
-2,645
246
$37.5M 0.03%
1,383,241
-11,321
247
$37.4M 0.03%
1,012,689
-35,287
248
$37.1M 0.03%
423,175
-19,302
249
$36.9M 0.03%
1,431,782
-306,993
250
$36.7M 0.03%
2,935,332
+626,777
8 9
10
11 12