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
601
$442K ﹤0.01%
11,129
-2,126
602
$440K ﹤0.01%
4,776
+785
603
$440K ﹤0.01%
9,139
-5,301
604
$439K ﹤0.01%
18,031
+306
605
$434K ﹤0.01%
20,850
-6,756
606
$433K ﹤0.01%
2,241
+176
607
$423K ﹤0.01%
6,697
+3,213
608
$422K ﹤0.01%
+4,780
609
$421K ﹤0.01%
4,595
-494
610
$421K ﹤0.01%
9,767
+193
611
$419K ﹤0.01%
6,534
-1,327
612
$418K ﹤0.01%
2,155
+735
613
$411K ﹤0.01%
2,744
-99
614
$410K ﹤0.01%
+2,213
615
$406K ﹤0.01%
2,075
+200
616
$393K ﹤0.01%
4,743
+1,544
617
$391K ﹤0.01%
2,651
+911
618
$384K ﹤0.01%
9,036
-5,300
619
$380K ﹤0.01%
2,726
+199
620
$380K ﹤0.01%
4,808
+2,112
621
$380K ﹤0.01%
8,070
+3,138
622
$380K ﹤0.01%
4,223
+1,726
623
$380K ﹤0.01%
1,619
-28
624
$378K ﹤0.01%
3,301
625
$375K ﹤0.01%
13,982