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
276
$14M 0.01%
128,299
-20,549
277
$13.9M 0.01%
65,128
-2,732
278
$13.8M 0.01%
1,178,675
-142,740
279
$13.7M 0.01%
120,314
-11,984
280
$13.5M 0.01%
886,394
-21,743
281
$13.5M 0.01%
154,714
-14,207
282
$13.4M 0.01%
238,121
-6,462
283
$13.4M 0.01%
600,081
+663
284
$13.4M 0.01%
+801,684
285
$13.3M 0.01%
706,698
-12,767
286
$13.3M 0.01%
270,818
-6,708
287
$13M 0.01%
202,934
-56
288
$13M 0.01%
163,298
-24,168
289
$12.8M 0.01%
1,097,166
-24,674
290
$12.7M 0.01%
212,333
-25,256
291
$12.7M 0.01%
76,404
+2,700
292
$12.5M 0.01%
279,425
+250,010
293
$12M 0.01%
303,229
-1,424,356
294
$12M 0.01%
174,451
-12,408
295
$11.9M 0.01%
187,860
-30,663
296
$11.7M 0.01%
110,872
-13,736
297
$11.1M 0.01%
466,769
-10,825
298
$11M 0.01%
199,607
-4,409
299
$10.9M 0.01%
181,231
-10,949
300
$10.9M 0.01%
+371,280
10 11
12
13 14