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
501
$2.47M ﹤0.01%
715,005
+95,918
502
$2.47M ﹤0.01%
104,882
-6,691
503
$2.46M ﹤0.01%
119,109
+17,727
504
$2.44M ﹤0.01%
45,349
+33,437
505
$2.41M ﹤0.01%
36,133
-4,936
506
$2.41M ﹤0.01%
126,107
+54,250
507
$2.4M ﹤0.01%
71,678
-24,212
508
$2.4M ﹤0.01%
87,506
509
$2.4M ﹤0.01%
13,364
+837
510
$2.37M ﹤0.01%
100,861
-109,828
511
$2.36M ﹤0.01%
+16,300
512
$2.31M ﹤0.01%
103,501
+6,176
513
$2.29M ﹤0.01%
69,952
-59,336
514
$2.24M ﹤0.01%
72,873
515
$2.22M ﹤0.01%
16,351
-558
516
$2.19M ﹤0.01%
189,675
+13,925
517
$2.18M ﹤0.01%
61,668
518
$2.12M ﹤0.01%
7,568
+41
519
$2.09M ﹤0.01%
24,785
+179
520
$2.08M ﹤0.01%
9,650
-6
521
$2.06M ﹤0.01%
84,039
+21,889
522
$2.04M ﹤0.01%
27,102
+395
523
$2.03M ﹤0.01%
35,761
-3,095
524
$2.02M ﹤0.01%
533,554
+68,952
525
$2M ﹤0.01%
9,768
+2,121
19 20
21
22 23