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
351
$11.5M 0.01%
568,117
+360,380
352
$11.4M 0.01%
145,157
-2,085
353
$11M 0.01%
145,743
+717
354
$10.9M 0.01%
259,818
+142,769
355
$10.8M 0.01%
215,226
-4,843
356
$10.8M 0.01%
140,441
-15,688
357
$10.7M 0.01%
296,261
+116,175
358
$10.7M 0.01%
1,749,278
-28,679
359
$10.6M 0.01%
172,973
+26
360
$10.6M 0.01%
132,410
-13,499
361
$10.5M 0.01%
500,080
-41,709
362
$10.4M 0.01%
128,651
-2,764
363
$10.4M 0.01%
891,627
-158,823
364
$10.3M 0.01%
33,719
-757
365
$10.3M 0.01%
1,277,328
-4,839
366
$10.3M 0.01%
+364,057
367
$10.3M 0.01%
204,388
-22,909
368
$10.2M 0.01%
62,733
+765
369
$10.2M 0.01%
140,943
+5,426
370
$9.99M 0.01%
24,959
+644
371
$9.92M 0.01%
78,597
+71,472
372
$9.91M 0.01%
289,914
-27,945
373
$9.53M 0.01%
454,597
+11,494
374
$9.48M 0.01%
169,821
-10,397
375
$9.46M 0.01%
+135,199