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
651
$685K ﹤0.01%
8,185
-442
652
$669K ﹤0.01%
2,190
+1,420
653
$668K ﹤0.01%
2,477
-603
654
$640K ﹤0.01%
13,292
+2,603
655
$632K ﹤0.01%
11,657
-4,597
656
$629K ﹤0.01%
+40,431
657
$610K ﹤0.01%
14,012
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658
$591K ﹤0.01%
6,481
-766
659
$580K ﹤0.01%
2,564
-663
660
$565K ﹤0.01%
9,802
-344
661
$564K ﹤0.01%
6,608
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662
$564K ﹤0.01%
8,243
-1,531
663
$563K ﹤0.01%
1,196
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664
$552K ﹤0.01%
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11,117
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2,108
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$540K ﹤0.01%
6,638
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5,788
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669
$533K ﹤0.01%
18,378
+2,791
670
$528K ﹤0.01%
10,932
-1,483
671
$527K ﹤0.01%
4,410
-17
672
$522K ﹤0.01%
111,632
-761,000
673
$519K ﹤0.01%
9,466
+446
674
$515K ﹤0.01%
11,493
675
$507K ﹤0.01%
2,177
-42
25 26
27
28 29