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
251
$36.6M 0.03%
794,215
-118,065
252
$36.2M 0.03%
462,648
-257
253
$36.2M 0.03%
398,711
-1,253
254
$35.5M 0.03%
236,458
-3,493
255
$35.3M 0.03%
85,735
-34,999
256
$35M 0.03%
+144,423
257
$34.8M 0.03%
130,461
-2,387
258
$34.6M 0.03%
184,074
-164
259
$34.3M 0.03%
1,349,930
-12,560
260
$33.7M 0.03%
676,175
261
$33.7M 0.03%
109,616
+106,413
262
$33.1M 0.02%
1,055,735
-567,822
263
$33M 0.02%
1,421,635
-18,228
264
$32.5M 0.02%
1,581,462
+821,512
265
$32.1M 0.02%
654,355
-11,313
266
$31.9M 0.02%
4,308,140
-252,879
267
$31.7M 0.02%
740,635
-7,425
268
$31.5M 0.02%
718,331
-14,573
269
$31.1M 0.02%
278,262
-1,746
270
$30.5M 0.02%
109,830
-9,370
271
$30.4M 0.02%
+1,008,387
272
$29.6M 0.02%
276,198
-11,025
273
$29.3M 0.02%
347,069
-3,835
274
$28.9M 0.02%
+1,728,699
275
$28.9M 0.02%
429,033
+195,624
9 10
11
12 13