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
326
$7.61M 0.01%
444,025
-6,609
327
$7.6M 0.01%
94,203
+17,070
328
$7.3M 0.01%
99,988
-11,496
329
$7.26M 0.01%
278,000
330
$7.24M 0.01%
103,224
-4,434
331
$7.15M 0.01%
18,198
+277
332
$7.13M 0.01%
39,027
+27
333
$7.06M 0.01%
56,255
-10,771
334
$7.05M 0.01%
1,735,908
-16,508
335
$6.94M 0.01%
159,219
-25,224
336
$6.83M 0.01%
246,518
+20,750
337
$6.79M 0.01%
218,235
-42
338
$6.74M 0.01%
66,956
-8,603
339
$6.67M 0.01%
112,202
-7,122
340
$6.67M 0.01%
85,509
+3,436
341
$6.66M 0.01%
24,474
+1,151
342
$6.62M 0.01%
730,702
+2,228
343
$6.54M 0.01%
653,660
-600
344
$6.31M 0.01%
149,957
-9,371
345
$6.19M 0.01%
35,496
-4,549
346
$6.15M 0.01%
35,886
-9
347
$5.92M 0.01%
3,459
+52
348
$5.7M 0.01%
59,221
-4,006
349
$5.45M ﹤0.01%
112,052
-31,913
350
$5.43M ﹤0.01%
478,447