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
301
$21M 0.02%
8,917,040
+621,078
302
$20.9M 0.02%
61,899
-112,359
303
$20.8M 0.02%
581,365
-8,337
304
$20.7M 0.02%
3,720,627
+1,109,376
305
$20.6M 0.02%
1,341,526
-50,863
306
$20.5M 0.02%
665,967
+619,098
307
$20.2M 0.02%
+573,166
308
$20M 0.02%
1,233,314
+499
309
$19.9M 0.01%
637,644
310
$19.5M 0.01%
210,290
+144,688
311
$19.4M 0.01%
342,941
-14,211
312
$18.8M 0.01%
495,678
-16,840,940
313
$18.6M 0.01%
213,479
+137,989
314
$18.6M 0.01%
214,233
-42,100
315
$18.5M 0.01%
36,614
-5,422
316
$18.1M 0.01%
278,878
+1,240
317
$18M 0.01%
+721,592
318
$17.9M 0.01%
339,781
+314,380
319
$17.9M 0.01%
214,419
-14,581
320
$17.5M 0.01%
77,680
-292
321
$17.5M 0.01%
296,356
-910
322
$17.4M 0.01%
+444,814
323
$17.3M 0.01%
6,107,289
+378,821
324
$17M 0.01%
928,427
+2,250
325
$16.8M 0.01%
1,985,790
+115,919