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
601
$1.04M ﹤0.01%
65,219
602
$1.03M ﹤0.01%
36,066
603
$1.02M ﹤0.01%
+68,569
604
$1.02M ﹤0.01%
+24,810
605
$1.01M ﹤0.01%
102,656
+33,068
606
$1.01M ﹤0.01%
5,030
-290
607
$1.01M ﹤0.01%
2,817
-1,179
608
$1M ﹤0.01%
+51,007
609
$1M ﹤0.01%
96,741
-48,045
610
$1M ﹤0.01%
6,359
-50
611
$995K ﹤0.01%
40,395
-743,039
612
$993K ﹤0.01%
2,571
-101
613
$989K ﹤0.01%
8,057
-1,408
614
$988K ﹤0.01%
12,691
-296
615
$985K ﹤0.01%
17,102
+2,269
616
$982K ﹤0.01%
+82,970
617
$968K ﹤0.01%
9,231
-835
618
$965K ﹤0.01%
48,709
-3,858
619
$954K ﹤0.01%
+55,258
620
$953K ﹤0.01%
+33,893
621
$939K ﹤0.01%
14,559
-104
622
$936K ﹤0.01%
24,279
-7,425
623
$928K ﹤0.01%
8,300
+189
624
$923K ﹤0.01%
31,955
+155
625
$919K ﹤0.01%
18,649
+5,604