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
376
$9.33M 0.01%
446,447
+106,226
377
$9.28M 0.01%
65,679
+19,977
378
$9.12M 0.01%
479,529
-2,962
379
$9.08M 0.01%
290,268
+264,000
380
$9.01M 0.01%
147,972
+142,327
381
$9.01M 0.01%
64,717
-20,775
382
$8.81M 0.01%
197,016
+129,854
383
$8.8M 0.01%
404,000
+130,000
384
$8.76M 0.01%
436,000
+82,877
385
$8.63M 0.01%
214,000
+30,440
386
$8.56M 0.01%
353,682
+51,000
387
$8.35M 0.01%
217,195
-7,355
388
$8.19M 0.01%
641,443
+161,274
389
$8.17M 0.01%
283,000
+51,000
390
$8.1M 0.01%
+121,621
391
$7.98M 0.01%
113,392
-38,031
392
$7.93M 0.01%
+403,551
393
$7.87M 0.01%
49,961
+8,217
394
$7.82M 0.01%
+232,554
395
$7.57M 0.01%
67,234
-4,882
396
$7.54M 0.01%
159,974
-5,854
397
$7.53M 0.01%
3,061,338
-42,290
398
$7.43M 0.01%
27,522
-906
399
$7.41M 0.01%
25,583
-670
400
$7.38M 0.01%
49,000
+11,000