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
301
$10.7M 0.01%
124,187
-410
302
$10.6M 0.01%
58,731
-8,508
303
$10.6M 0.01%
175,342
+3,059
304
$10.1M 0.01%
281,813
+3,027
305
$10.1M 0.01%
108,151
-15,751
306
$10M 0.01%
4,265,672
-8,478
307
$9.71M 0.01%
433,550
+51
308
$9.64M 0.01%
57,869
+4,811
309
$9.23M 0.01%
66,584
-5,014
310
$9.09M 0.01%
326,154
-9,757
311
$9.05M 0.01%
199,478
+26,043
312
$9.04M 0.01%
253,022
+24,022
313
$9.02M 0.01%
87,512
+1,296
314
$8.96M 0.01%
199,839
+6,224
315
$8.82M 0.01%
140,064
-29,141
316
$8.75M 0.01%
889,347
-342,047
317
$8.72M 0.01%
2,477,181
-65,706
318
$8.7M 0.01%
478,991
+59,025
319
$8.66M 0.01%
+310,018
320
$8.6M 0.01%
185,854
-16,134
321
$8M 0.01%
153,668
-21,897
322
$7.96M 0.01%
184,056
323
$7.74M 0.01%
144,452
-2,078
324
$7.68M 0.01%
164,248
-19,567
325
$7.66M 0.01%
135,557
-14,994