Ken Fisher

Ken Fisher Fisher Asset Management

AUM $293B
1-Year Est. Return 28.33%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.33%
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 +$1.39B
2 +$1.07B
3 +$1B
4
BLK icon
Blackrock
BLK
+$996M
5
SBUX icon
Starbucks
SBUX
+$813M

Top Sells

1 +$1.12B
2 +$1.06B
3 +$1.02B
4
BABA icon
Alibaba
BABA
+$983M
5
COST icon
Costco
COST
+$931M

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
426
$5.34M ﹤0.01%
272,805
-11,637
427
$5.34M ﹤0.01%
63,015
428
$5.29M ﹤0.01%
+137,595
429
$5.18M ﹤0.01%
242,937
-3,741
430
$5.11M ﹤0.01%
871,326
431
$5.1M ﹤0.01%
56,722
+17,184
432
$5.05M ﹤0.01%
97,196
+4,155
433
$5.01M ﹤0.01%
262,158
+40,465
434
$5M ﹤0.01%
+109,200
435
$4.99M ﹤0.01%
+443,555
436
$4.9M ﹤0.01%
36,509
+751
437
$4.89M ﹤0.01%
74,120
-6,116
438
$4.85M ﹤0.01%
93,787
+4,626
439
$4.79M ﹤0.01%
58,272
-4,184
440
$4.7M ﹤0.01%
21,197
-56
441
$4.6M ﹤0.01%
34,804
+58
442
$4.56M ﹤0.01%
43,787
+4,431
443
$4.45M ﹤0.01%
18,359
-326
444
$4.39M ﹤0.01%
19,008
-2,955
445
$4.32M ﹤0.01%
+342,000
446
$4.29M ﹤0.01%
171,397
-19,135
447
$4.26M ﹤0.01%
35,375
-20,504
448
$4.21M ﹤0.01%
103,527
-2,412
449
$4.11M ﹤0.01%
111,205
+41,161
450
$4.03M ﹤0.01%
997,025
-14,721