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
676
$269K ﹤0.01%
2,345
+23
677
$267K ﹤0.01%
+4,296
678
$266K ﹤0.01%
+4,192
679
$263K ﹤0.01%
+1,550
680
$263K ﹤0.01%
+1,131
681
$263K ﹤0.01%
+17,110
682
$259K ﹤0.01%
1,211
-224
683
$258K ﹤0.01%
+2,659
684
$254K ﹤0.01%
+4,864
685
$254K ﹤0.01%
17,278
-9,612
686
$252K ﹤0.01%
2,649
-42
687
$251K ﹤0.01%
+1,952
688
$243K ﹤0.01%
+8,930
689
$243K ﹤0.01%
5,407
690
$243K ﹤0.01%
+7,938
691
$243K ﹤0.01%
58,990
+27
692
$242K ﹤0.01%
1,796
-396
693
$240K ﹤0.01%
3,212
694
$238K ﹤0.01%
9,190
+113
695
$236K ﹤0.01%
748
-107
696
$236K ﹤0.01%
57,850
-28,104
697
$235K ﹤0.01%
2,443
-13
698
$233K ﹤0.01%
+2,449
699
$232K ﹤0.01%
14,754
-27,686
700
$231K ﹤0.01%
+1,018