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
251
$19.3M 0.02%
+2,219,976
252
$19.2M 0.02%
186,088
-20,311
253
$18.6M 0.02%
431,244
+11,746
254
$18.2M 0.02%
71,685
+3,343
255
$18.2M 0.02%
566,998
-15,817
256
$18M 0.02%
2,533,747
+1,289,393
257
$17.6M 0.02%
219,905
-63,737
258
$17.5M 0.02%
1,572,991
+829,757
259
$17.1M 0.02%
1,168,669
+32,291
260
$17.1M 0.01%
77,026
+1,653
261
$17M 0.01%
876,051
-20,735
262
$16.9M 0.01%
934,415
+4,577
263
$16.9M 0.01%
226,406
+1,860
264
$16.7M 0.01%
164,884
-19,042
265
$16.6M 0.01%
169,361
-4,089
266
$16.4M 0.01%
77,490
+3,977
267
$16.2M 0.01%
35,795
-151,607
268
$15.9M 0.01%
1,285,447
-57,267
269
$15.5M 0.01%
159,447
-24,899
270
$15.5M 0.01%
996,670
-308,086
271
$15.4M 0.01%
297,412
-12,246
272
$15.1M 0.01%
+542,709
273
$14.8M 0.01%
32,989
-118,885
274
$14.4M 0.01%
330,404
-60,465
275
$14.3M 0.01%
237,934
-47,590