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
576
$1.41M ﹤0.01%
+49,774
577
$1.4M ﹤0.01%
3,931
-1,612
578
$1.39M ﹤0.01%
22,150
+16,649
579
$1.39M ﹤0.01%
+78,621
580
$1.35M ﹤0.01%
101,474
+14,679
581
$1.34M ﹤0.01%
1,662
582
$1.34M ﹤0.01%
11,313
+577
583
$1.32M ﹤0.01%
22,605
584
$1.3M ﹤0.01%
51,438
-348
585
$1.3M ﹤0.01%
13,486
-86
586
$1.3M ﹤0.01%
+41,147
587
$1.29M ﹤0.01%
+38,057
588
$1.27M ﹤0.01%
+38,889
589
$1.24M ﹤0.01%
32,773
-4,356
590
$1.23M ﹤0.01%
428,041
591
$1.22M ﹤0.01%
3
592
$1.16M ﹤0.01%
41,000
-4,496
593
$1.14M ﹤0.01%
18,577
+58
594
$1.12M ﹤0.01%
91,661
-2,270,888
595
$1.11M ﹤0.01%
31,882
596
$1.11M ﹤0.01%
20,804
597
$1.09M ﹤0.01%
7,319
+996
598
$1.08M ﹤0.01%
9,297
-6,714
599
$1.06M ﹤0.01%
26,250
+10,230
600
$1.05M ﹤0.01%
+53,356
22 23
24
25 26