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
726
$190K ﹤0.01%
+15,410
727
$179K ﹤0.01%
12,866
-840
728
$173K ﹤0.01%
33,450
-26,091
729
$158K ﹤0.01%
36,515
-16,440
730
$149K ﹤0.01%
41,455
+992
731
$141K ﹤0.01%
18,554
732
$136K ﹤0.01%
+10,158
733
$134K ﹤0.01%
60,583
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734
$128K ﹤0.01%
16,526
-13,052
735
$126K ﹤0.01%
22,766
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736
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737
$104K ﹤0.01%
+19,117
738
$96K ﹤0.01%
15,255
739
$72K ﹤0.01%
1,338
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740
$71K ﹤0.01%
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741
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742
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24,019
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743
$60K ﹤0.01%
+17,455
744
$58K ﹤0.01%
17,270
745
$46K ﹤0.01%
+10,100
746
$43K ﹤0.01%
11,089
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747
$29K ﹤0.01%
241
748
$27K ﹤0.01%
1,679
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749
$24K ﹤0.01%
18,423
-358
750
$21K ﹤0.01%
+12,200