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
526
$2M ﹤0.01%
37,279
-8,497
527
$2M ﹤0.01%
35,627
-2,323
528
$1.98M ﹤0.01%
77,550
+10
529
$1.97M ﹤0.01%
94,117
+30,508
530
$1.95M ﹤0.01%
228,263
-3,391
531
$1.93M ﹤0.01%
67,017
532
$1.93M ﹤0.01%
18,021
-2,324
533
$1.9M ﹤0.01%
192,840
+97,671
534
$1.9M ﹤0.01%
15,314
+361
535
$1.86M ﹤0.01%
24,813
+6,881
536
$1.85M ﹤0.01%
42,276
-2,357
537
$1.82M ﹤0.01%
45,072
-1,616
538
$1.82M ﹤0.01%
164,202
539
$1.81M ﹤0.01%
13,573
+158
540
$1.8M ﹤0.01%
32,154
+191
541
$1.79M ﹤0.01%
9,889
-326
542
$1.77M ﹤0.01%
227,977
+53
543
$1.76M ﹤0.01%
+39,110
544
$1.75M ﹤0.01%
84,451
-10,580
545
$1.75M ﹤0.01%
67,999
+13,660
546
$1.74M ﹤0.01%
+272,069
547
$1.74M ﹤0.01%
79,426
+28,097
548
$1.7M ﹤0.01%
21,409
-491
549
$1.7M ﹤0.01%
28,713
-3,239
550
$1.68M ﹤0.01%
16,562
+2,202