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
476
$3.08M ﹤0.01%
157,944
477
$2.97M ﹤0.01%
14,099
-815
478
$2.93M ﹤0.01%
+148,866
479
$2.89M ﹤0.01%
124,046
-4,272
480
$2.87M ﹤0.01%
59,755
+49,202
481
$2.84M ﹤0.01%
119,391
+19,483
482
$2.79M ﹤0.01%
584,775
+203,569
483
$2.78M ﹤0.01%
55,491
-1,323
484
$2.75M ﹤0.01%
24,844
-3,962
485
$2.73M ﹤0.01%
75,688
-1,084
486
$2.72M ﹤0.01%
220,534
-14,791
487
$2.71M ﹤0.01%
22,828
+2,217
488
$2.66M ﹤0.01%
56,281
-4,668
489
$2.66M ﹤0.01%
73,352
490
$2.65M ﹤0.01%
7,324
+4,752
491
$2.65M ﹤0.01%
20,656
-5,530
492
$2.65M ﹤0.01%
24,945
+528
493
$2.64M ﹤0.01%
14,363
-1,201
494
$2.63M ﹤0.01%
442,966
495
$2.6M ﹤0.01%
12,259
-132
496
$2.58M ﹤0.01%
24,196
+3
497
$2.56M ﹤0.01%
189,995
-200
498
$2.51M ﹤0.01%
138,385
499
$2.5M ﹤0.01%
89,780
-1,593
500
$2.5M ﹤0.01%
163,075