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
26
$1.17B 0.88%
2,305,062
-35,752
27
$1.11B 0.83%
+15,433,332
28
$1.08B 0.81%
17,623,567
+322,352
29
$1.07B 0.81%
23,092,335
-3,770,842
30
$1.05B 0.79%
24,388,023
+22,881,858
31
$1.05B 0.79%
5,386,861
+128,338
32
$1.04B 0.78%
12,036,457
-87,363
33
$1.03B 0.77%
20,770,344
+515,019
34
$1.02B 0.76%
4,444,150
+113,719
35
$979M 0.73%
3,442,024
-1,382,897
36
$976M 0.73%
6,792,458
+52,663
37
$967M 0.73%
5,921,058
+191,128
38
$954M 0.71%
32,176,103
-15,345,227
39
$948M 0.71%
1,723,157
+1,521,293
40
$945M 0.71%
9,841,662
-2,618,081
41
$930M 0.7%
18,665,724
-9,973,340
42
$883M 0.66%
9,128,639
-261,727
43
$881M 0.66%
17,610,797
-416,819
44
$830M 0.62%
22,687,530
+2,758,640
45
$821M 0.62%
7,855,684
-133,755
46
$810M 0.61%
9,618,502
+9,568,965
47
$800M 0.6%
8,675,853
+827,800
48
$796M 0.6%
4,247,499
-352,859
49
$779M 0.58%
14,152,710
-694,166
50
$755M 0.57%
1,950,301
-402,290