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
626
$375K ﹤0.01%
24,638
-127,952
627
$374K ﹤0.01%
+1,255
628
$374K ﹤0.01%
+5,380
629
$372K ﹤0.01%
7,076
-1,142
630
$368K ﹤0.01%
3,551
+762
631
$367K ﹤0.01%
2,216
+388
632
$366K ﹤0.01%
8,325
-2,329
633
$361K ﹤0.01%
4,636
-4,862
634
$357K ﹤0.01%
6,221
635
$350K ﹤0.01%
3,426
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636
$348K ﹤0.01%
+9,269
637
$344K ﹤0.01%
32,934
+19,116
638
$340K ﹤0.01%
+723
639
$339K ﹤0.01%
4,392
-444
640
$332K ﹤0.01%
35,076
-3,488
641
$330K ﹤0.01%
6,369
+125
642
$326K ﹤0.01%
13,840
+3,105
643
$326K ﹤0.01%
5,239
-1,033
644
$325K ﹤0.01%
901
+23
645
$319K ﹤0.01%
4,024
-1,114
646
$318K ﹤0.01%
+10,358
647
$317K ﹤0.01%
+5,252
648
$315K ﹤0.01%
+11,156
649
$311K ﹤0.01%
17,599
-1,019
650
$310K ﹤0.01%
5,637
+1,059