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
351
$5.42M ﹤0.01%
1,153,586
+16,527
352
$5.32M ﹤0.01%
2,876,588
-74,142
353
$5.31M ﹤0.01%
117,546
-3,602
354
$5.13M ﹤0.01%
34,724
+2,976
355
$5.01M ﹤0.01%
95,622
-6,009
356
$4.92M ﹤0.01%
22,979
-6,151
357
$4.85M ﹤0.01%
160,907
-773
358
$4.83M ﹤0.01%
147,939
-35,202
359
$4.79M ﹤0.01%
25,469
+8,802
360
$4.62M ﹤0.01%
109,640
-23,108
361
$4.6M ﹤0.01%
38,241
362
$4.55M ﹤0.01%
63,417
+1,603
363
$4.55M ﹤0.01%
32,376
-3,907
364
$4.48M ﹤0.01%
72,627
+7,362
365
$4.42M ﹤0.01%
+1,956,729
366
$4.35M ﹤0.01%
54,414
-37,818
367
$4.21M ﹤0.01%
26,218
+153
368
$4.2M ﹤0.01%
22,406
+235
369
$4.08M ﹤0.01%
10,322
+1,922
370
$4.05M ﹤0.01%
127,047
+42,997
371
$4M ﹤0.01%
+93,543
372
$3.81M ﹤0.01%
243,290
+67,282
373
$3.79M ﹤0.01%
47,050
+1,839
374
$3.75M ﹤0.01%
40,198
-10,953
375
$3.72M ﹤0.01%
295,000
+102,000