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
401
$7.3M 0.01%
97,887
-4,631
402
$7.19M 0.01%
91,126
+15,181
403
$7.04M 0.01%
335,657
+113,761
404
$7M 0.01%
89,748
+9,550
405
$6.92M 0.01%
65,116
-5,362
406
$6.9M 0.01%
+448,371
407
$6.82M 0.01%
254,548
-3,553
408
$6.82M 0.01%
377,111
+89,428
409
$6.8M 0.01%
66,969
-1,458
410
$6.79M 0.01%
71,184
-1,012
411
$6.53M ﹤0.01%
+62,828
412
$6.35M ﹤0.01%
209,000
413
$6.12M ﹤0.01%
28,844
+1,279
414
$6.11M ﹤0.01%
86,126
-66,547
415
$6.06M ﹤0.01%
48,585
-421
416
$6.05M ﹤0.01%
84,816
+77,123
417
$5.86M ﹤0.01%
89,603
+8,726
418
$5.84M ﹤0.01%
227,330
-17,245
419
$5.77M ﹤0.01%
140,664
-10,046
420
$5.75M ﹤0.01%
16,002
+832
421
$5.75M ﹤0.01%
80,396
+64,196
422
$5.75M ﹤0.01%
209,776
-2,882
423
$5.65M ﹤0.01%
72,279
+8,305
424
$5.64M ﹤0.01%
82,875
-2,734
425
$5.36M ﹤0.01%
146,981
+4,056