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
476
$1.33M ﹤0.01%
55,237
-11,242
477
$1.27M ﹤0.01%
54,735
-10,485
478
$1.25M ﹤0.01%
3,743
+729
479
$1.25M ﹤0.01%
8,360
+1,569
480
$1.2M ﹤0.01%
+93,040
481
$1.19M ﹤0.01%
18,993
-705
482
$1.17M ﹤0.01%
26,910
+11,130
483
$1.16M ﹤0.01%
70,241
-16,676
484
$1.16M ﹤0.01%
164,202
485
$1.15M ﹤0.01%
17,286
+1,837
486
$1.15M ﹤0.01%
7,366
+1,472
487
$1.15M ﹤0.01%
40,208
-18,589
488
$1.14M ﹤0.01%
8,764
+10
489
$1.12M ﹤0.01%
72,873
-82,344
490
$1.11M ﹤0.01%
50,950
-16,067
491
$1.09M ﹤0.01%
50,656
-11,541
492
$1.08M ﹤0.01%
31,938
-14,475
493
$1.08M ﹤0.01%
3,334
+236
494
$1.08M ﹤0.01%
40,991
-12,514
495
$1.07M ﹤0.01%
35,835
+5,142
496
$1.06M ﹤0.01%
13,589
-6,767
497
$1.05M ﹤0.01%
24,176
-6,082
498
$1.02M ﹤0.01%
28,918
-7,234
499
$1.02M ﹤0.01%
44,590
-17,147
500
$1.01M ﹤0.01%
13,521
+559