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
51
$583M 0.51%
43,063,520
+670,560
52
$580M 0.51%
6,753,701
-1,032,335
53
$554M 0.49%
16,163,000
-4,456,119
54
$537M 0.47%
4,055,086
+213,399
55
$507M 0.44%
2,434,823
+55,799
56
$468M 0.41%
2,330,580
+142,884
57
$451M 0.39%
1,865,124
+103,487
58
$429M 0.38%
8,878,118
+415,914
59
$425M 0.37%
40,144,939
-1,342,360
60
$414M 0.36%
5,192,400
+204,982
61
$406M 0.36%
1,460,128
+60,078
62
$403M 0.35%
7,488,722
-254,743
63
$396M 0.35%
8,586,651
+133,737
64
$391M 0.34%
5,428,944
+153,972
65
$384M 0.34%
23,393,186
+20,386,111
66
$376M 0.33%
27,194,454
-1,380,298
67
$371M 0.32%
14,579,346
+484,842
68
$362M 0.32%
5,541,270
-344,665
69
$360M 0.31%
13,887,678
+646,947
70
$351M 0.31%
3,030,805
+235,558
71
$324M 0.28%
1,947,540
+120,678
72
$310M 0.27%
5,394,846
+183,194
73
$309M 0.27%
9,913,152
-692,039
74
$301M 0.26%
4,054,980
-79,215
75
$295M 0.26%
8,898,720
+561,260