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
501
$999K ﹤0.01%
124,994
-13,177
502
$980K ﹤0.01%
17,083
-8,169
503
$973K ﹤0.01%
23,699
-1,138
504
$962K ﹤0.01%
8,754
+77
505
$938K ﹤0.01%
30,207
-15,906
506
$937K ﹤0.01%
15,584
-6,968
507
$935K ﹤0.01%
14,987
+1,863
508
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11,365
-138
509
$934K ﹤0.01%
5,486
+1,257
510
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7,247
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511
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2,726
-1,203
512
$913K ﹤0.01%
+10,981
513
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9,583
-4,103
514
$888K ﹤0.01%
16,167
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515
$885K ﹤0.01%
47,988
-24,739
516
$884K ﹤0.01%
30,472
-8,679
517
$862K ﹤0.01%
20,400
+3,384
518
$839K ﹤0.01%
15,396
-1,425
519
$828K ﹤0.01%
12,648
-14
520
$812K ﹤0.01%
70,263
-32,449
521
$797K ﹤0.01%
8,999
+4,427
522
$792K ﹤0.01%
21,740
+3,090
523
$780K ﹤0.01%
7,197
524
$778K ﹤0.01%
34,464
+6,648
525
$777K ﹤0.01%
4,803
-2,531