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
426
$2.15M ﹤0.01%
176,844
-72,096
427
$2.14M ﹤0.01%
23,619
+3,314
428
$2.13M ﹤0.01%
13,488
-2,155
429
$2.09M ﹤0.01%
22,420
-5,127
430
$2.09M ﹤0.01%
33,550
-2,310
431
$2.05M ﹤0.01%
21,966
-8,144
432
$2.03M ﹤0.01%
94,445
-2,271
433
$2.03M ﹤0.01%
80,769
+11,508
434
$2.03M ﹤0.01%
91,868
+6,125
435
$2.03M ﹤0.01%
15,829
-7,841
436
$2.01M ﹤0.01%
41,118
-520
437
$2.01M ﹤0.01%
5,997
+587
438
$2.01M ﹤0.01%
92,212
-41,001
439
$1.98M ﹤0.01%
47,077
-14,204
440
$1.93M ﹤0.01%
39,086
-3,311
441
$1.92M ﹤0.01%
33,764
-5,249
442
$1.88M ﹤0.01%
16,576
-95
443
$1.88M ﹤0.01%
51,616
+11,236
444
$1.87M ﹤0.01%
31,041
+25,266
445
$1.84M ﹤0.01%
76,190
+2,566
446
$1.82M ﹤0.01%
35,249
-14,299
447
$1.81M ﹤0.01%
29,621
-13,788
448
$1.79M ﹤0.01%
46,346
+1,431
449
$1.77M ﹤0.01%
8,415
-1,160
450
$1.75M ﹤0.01%
25,313
-807