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
651
$306K ﹤0.01%
5,443
-6,367
652
$304K ﹤0.01%
+9,385
653
$304K ﹤0.01%
+7,388
654
$303K ﹤0.01%
5,455
+188
655
$303K ﹤0.01%
4,320
-2,784
656
$300K ﹤0.01%
+3,042
657
$300K ﹤0.01%
10,229
+2,523
658
$296K ﹤0.01%
5,679
+417
659
$295K ﹤0.01%
6,443
-2,686
660
$295K ﹤0.01%
5,305
+451
661
$292K ﹤0.01%
+1,161
662
$290K ﹤0.01%
8,878
663
$289K ﹤0.01%
3,343
+194
664
$289K ﹤0.01%
7,122
-29
665
$289K ﹤0.01%
1,917
+603
666
$286K ﹤0.01%
+13,215
667
$285K ﹤0.01%
2,105
+340
668
$284K ﹤0.01%
+1,123
669
$282K ﹤0.01%
+4,625
670
$276K ﹤0.01%
2,498
-1,322
671
$275K ﹤0.01%
+3,368
672
$274K ﹤0.01%
+21,885
673
$273K ﹤0.01%
46,889
+11
674
$270K ﹤0.01%
+1,431
675
$270K ﹤0.01%
+3,336