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
51
$742M 0.56%
9,462,957
-6,765,407
52
$729M 0.55%
8,768,567
+227,380
53
$724M 0.54%
3,576,824
+156,863
54
$712M 0.53%
+21,187,090
55
$711M 0.53%
4,793,906
+4,789,982
56
$711M 0.53%
5,453,865
+150,587
57
$709M 0.53%
6,923,392
+162,304
58
$703M 0.53%
7,610,574
+200,443
59
$702M 0.53%
8,575,180
+165,006
60
$683M 0.51%
2,555,284
-80,268
61
$681M 0.51%
18,967,114
+157,701
62
$673M 0.5%
15,156,410
+412,090
63
$641M 0.48%
12,928,414
-1,995
64
$623M 0.47%
7,538,738
+208,057
65
$616M 0.46%
20,390,322
+18,990,473
66
$550M 0.41%
6,764,793
-1,880,340
67
$546M 0.41%
39,265,757
+21,818,150
68
$538M 0.4%
20,201,193
+668,778
69
$532M 0.4%
13,985,528
-3,627,144
70
$530M 0.4%
20,668,051
+663,668
71
$526M 0.39%
5,135,757
+5,052,206
72
$510M 0.38%
19,261,464
-5,217,012
73
$504M 0.38%
44,970,209
+44,867,359
74
$501M 0.38%
4,594,927
+151,092
75
$496M 0.37%
11,556,965
+11,133,134