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
376
$3.65M ﹤0.01%
25,390
+1,403
377
$3.59M ﹤0.01%
66,250
+6,140
378
$3.59M ﹤0.01%
168,000
+58,000
379
$3.49M ﹤0.01%
107,378
+48,836
380
$3.47M ﹤0.01%
132,815
+9,180
381
$3.44M ﹤0.01%
217,000
+82,000
382
$3.42M ﹤0.01%
92,902
+445
383
$3.41M ﹤0.01%
38,016
-3,130
384
$3.36M ﹤0.01%
27,899
-250
385
$3.33M ﹤0.01%
133,526
-65,624
386
$3.31M ﹤0.01%
15,582
-7,035
387
$3.24M ﹤0.01%
38,404
-8,652
388
$3.24M ﹤0.01%
131,643
-19,199
389
$3.22M ﹤0.01%
12,641
+10,530
390
$3.02M ﹤0.01%
54,454
-20,812
391
$3M ﹤0.01%
237,684
392
$2.99M ﹤0.01%
20,952
-9,708
393
$2.95M ﹤0.01%
5,271
+130
394
$2.92M ﹤0.01%
14,989
-74,316
395
$2.9M ﹤0.01%
49,565
+3,852
396
$2.88M ﹤0.01%
9
+6
397
$2.85M ﹤0.01%
27,964
-12,346
398
$2.75M ﹤0.01%
32,643
+12,473
399
$2.73M ﹤0.01%
142,353
-16,673
400
$2.71M ﹤0.01%
18,431
-6,589
14 15
16
17 18