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
276
$28.8M 0.02%
1,737,508
+262,223
277
$28.4M 0.02%
117,460
-8,780
278
$28.3M 0.02%
+2,806,110
279
$27.6M 0.02%
387,776
-38,024
280
$27.4M 0.02%
389,798
-136,918
281
$27.2M 0.02%
689,000
-326,289
282
$27M 0.02%
+971,199
283
$26.9M 0.02%
165,365
+156,733
284
$26.4M 0.02%
653,647
-71,274
285
$25.9M 0.02%
+129,484
286
$25.3M 0.02%
151,285
-32,385
287
$25.1M 0.02%
375,825
-9,442
288
$24.4M 0.02%
576,580
-1,399
289
$24.1M 0.02%
301,133
+4,059
290
$24.1M 0.02%
1,500,574
-38,764
291
$23.8M 0.02%
618,810
+27
292
$23.7M 0.02%
+839,390
293
$22.9M 0.02%
190,369
+807
294
$22.7M 0.02%
1,253,954
-57,157
295
$22.5M 0.02%
2,219,686
+90,831
296
$22.2M 0.02%
+99,543
297
$22.1M 0.02%
380,239
-15,598
298
$21.5M 0.02%
322,142
+13
299
$21.2M 0.02%
+437,377
300
$21.1M 0.02%
97,608
-24,096