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
551
$1.68M ﹤0.01%
19,019
-56
552
$1.66M ﹤0.01%
54,735
-428
553
$1.65M ﹤0.01%
67,710
+8,650
554
$1.64M ﹤0.01%
76,349
555
$1.64M ﹤0.01%
66,362
556
$1.61M ﹤0.01%
11,523
-1,496
557
$1.59M ﹤0.01%
36,556
-76
558
$1.59M ﹤0.01%
34,952
+90
559
$1.58M ﹤0.01%
31,242
-395
560
$1.57M ﹤0.01%
102,482
+15,848
561
$1.56M ﹤0.01%
88,201
+21,870
562
$1.56M ﹤0.01%
232,254
+16,703
563
$1.55M ﹤0.01%
20,259
+11,616
564
$1.55M ﹤0.01%
+45,981
565
$1.54M ﹤0.01%
33,039
-9,938
566
$1.54M ﹤0.01%
23,359
-39,243
567
$1.52M ﹤0.01%
10,838
-29,839
568
$1.5M ﹤0.01%
31,871
569
$1.48M ﹤0.01%
26,436
+6,871
570
$1.47M ﹤0.01%
69,748
-1,574,826
571
$1.46M ﹤0.01%
250,795
+61,166
572
$1.45M ﹤0.01%
605,528
573
$1.45M ﹤0.01%
+29,108
574
$1.43M ﹤0.01%
+24,249
575
$1.42M ﹤0.01%
19,878
+10,397
21 22
23
24 25