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
451
$4.01M ﹤0.01%
123,351
+12,596
452
$3.99M ﹤0.01%
18,910
+557
453
$3.85M ﹤0.01%
39,585
-11,348
454
$3.82M ﹤0.01%
47,770
-15,557
455
$3.82M ﹤0.01%
14,397
-3,573
456
$3.78M ﹤0.01%
18,795
-15,791
457
$3.75M ﹤0.01%
47,180
+8,778
458
$3.73M ﹤0.01%
290,897
459
$3.71M ﹤0.01%
65,550
+40,302
460
$3.62M ﹤0.01%
1,552,594
+694
461
$3.51M ﹤0.01%
28,217
+1,951
462
$3.47M ﹤0.01%
99,001
-741
463
$3.46M ﹤0.01%
2,106
+10
464
$3.38M ﹤0.01%
9,185
-140
465
$3.37M ﹤0.01%
87,163
-5,345
466
$3.37M ﹤0.01%
186,457
467
$3.35M ﹤0.01%
114,127
-5,042
468
$3.34M ﹤0.01%
82,801
+2,840
469
$3.29M ﹤0.01%
133,526
+439
470
$3.27M ﹤0.01%
38,244
+3,518
471
$3.22M ﹤0.01%
39,704
-2,340
472
$3.2M ﹤0.01%
278,325
+24,031
473
$3.18M ﹤0.01%
4,619
+50
474
$3.12M ﹤0.01%
27,807
-488
475
$3.1M ﹤0.01%
32,661
+4,607