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
26
$934M 0.82%
18,624,240
+468,585
27
$894M 0.78%
5,993,299
+193,890
28
$889M 0.78%
8,053,858
+452,315
29
$870M 0.76%
13,748,525
+353,417
30
$869M 0.76%
12,518,176
+765,220
31
$840M 0.74%
6,693,788
+238,209
32
$826M 0.72%
20,969,760
+528,568
33
$826M 0.72%
3,490,473
+108,447
34
$816M 0.71%
4,146,365
+117,498
35
$800M 0.7%
13,393,444
+333,009
36
$788M 0.69%
9,064,280
+236,451
37
$779M 0.68%
7,156,120
+251,776
38
$770M 0.67%
9,723,632
+183,816
39
$769M 0.67%
2,467,820
+120,750
40
$751M 0.66%
5,607,511
+310,152
41
$720M 0.63%
8,785,236
+287,026
42
$713M 0.62%
1,614,952
+85,254
43
$712M 0.62%
11,793,923
+266,443
44
$692M 0.61%
4,678,311
+179,334
45
$633M 0.55%
40,453,839
+866,116
46
$630M 0.55%
3,298,258
+138,345
47
$619M 0.54%
19,728,806
+234,168
48
$611M 0.53%
12,980,974
+278,436
49
$597M 0.52%
6,197,485
-135,393
50
$588M 0.51%
7,571,192
-172,666
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