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
551
$609K ﹤0.01%
3,032
-1,181
552
$609K ﹤0.01%
28,778
-11,358
553
$600K ﹤0.01%
3,813
+345
554
$594K ﹤0.01%
11,243
+254
555
$593K ﹤0.01%
7,327
+577
556
$587K ﹤0.01%
39,613
-17,850
557
$579K ﹤0.01%
6,172
-111
558
$579K ﹤0.01%
11,418
-1,532
559
$578K ﹤0.01%
10,058
-92
560
$571K ﹤0.01%
63,532
-24,989
561
$566K ﹤0.01%
21,235
-6,176
562
$564K ﹤0.01%
6,333
+582
563
$564K ﹤0.01%
8,857
+103
564
$562K ﹤0.01%
+30,326
565
$559K ﹤0.01%
83,865
+6,204
566
$551K ﹤0.01%
58,816
-22,271
567
$550K ﹤0.01%
+12,309
568
$544K ﹤0.01%
16,878
-7,272
569
$540K ﹤0.01%
+5,070
570
$538K ﹤0.01%
18,478
-8,177
571
$534K ﹤0.01%
4,720
+2,499
572
$526K ﹤0.01%
21,532
-9,239
573
$517K ﹤0.01%
16,849
-7,209
574
$516K ﹤0.01%
+7,381
575
$512K ﹤0.01%
2,497
-392