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
576
$511K ﹤0.01%
13,066
+847
577
$510K ﹤0.01%
37,585
-17,305
578
$506K ﹤0.01%
6,334
-4,448
579
$505K ﹤0.01%
2,849
+801
580
$504K ﹤0.01%
3,984
-13,329
581
$501K ﹤0.01%
3,957
-431
582
$499K ﹤0.01%
8,068
-87
583
$499K ﹤0.01%
21,485
-9,309
584
$496K ﹤0.01%
14,193
+1,546
585
$488K ﹤0.01%
+9,607
586
$486K ﹤0.01%
87,026
-144,677
587
$486K ﹤0.01%
26,317
-14,439
588
$485K ﹤0.01%
7,977
-3,718
589
$476K ﹤0.01%
8,743
-1,402
590
$474K ﹤0.01%
6,929
+671
591
$474K ﹤0.01%
4,081
+1,954
592
$466K ﹤0.01%
17,212
-528
593
$464K ﹤0.01%
12,598
+204
594
$462K ﹤0.01%
17,927
-10,213
595
$462K ﹤0.01%
19,658
-8,420
596
$461K ﹤0.01%
2,038
+799
597
$461K ﹤0.01%
23,523
-55,942
598
$460K ﹤0.01%
+2,109
599
$450K ﹤0.01%
+59,117
600
$447K ﹤0.01%
12,367
+264
22 23
24
25 26