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
326
$16.7M 0.01%
284,094
+81,042
327
$16.6M 0.01%
+1,449,605
328
$16.4M 0.01%
76,694
+40,006
329
$15.7M 0.01%
103,093
+41,824
330
$15.1M 0.01%
69,071
-7
331
$14.9M 0.01%
1,665,596
-49,274
332
$14.8M 0.01%
175,657
+13,311
333
$14.6M 0.01%
139,054
+2,635
334
$14.4M 0.01%
221,769
+65
335
$14.3M 0.01%
43,752
+13,602
336
$13.9M 0.01%
1,064,345
-82,600
337
$13.8M 0.01%
811,142
-31,572
338
$13.5M 0.01%
893,849
339
$13.3M 0.01%
1,672,636
-25,957
340
$13.3M 0.01%
2,520,647
-51,603
341
$13.2M 0.01%
607,503
+47,057
342
$12.9M 0.01%
164,233
-353
343
$12.8M 0.01%
387,590
-89,257
344
$12.6M 0.01%
61,251
-3,098
345
$12.3M 0.01%
76,436
-3,339
346
$12.2M 0.01%
157,039
-5,143
347
$11.9M 0.01%
44,739
-3,391
348
$11.9M 0.01%
+107,959
349
$11.6M 0.01%
169,833
-12,727
350
$11.6M 0.01%
141,984
-1,737
12 13
14
15 16