Ken Fisher

Ken Fisher Fisher Asset Management

AUM $293B
1-Year Est. Return 28.33%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.33%
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 +$1.39B
2 +$1.07B
3 +$1B
4
BLK icon
Blackrock
BLK
+$996M
5
SBUX icon
Starbucks
SBUX
+$813M

Top Sells

1 +$1.12B
2 +$1.06B
3 +$1.02B
4
BABA icon
Alibaba
BABA
+$983M
5
COST icon
Costco
COST
+$931M

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
726
$335K ﹤0.01%
+7,432
727
$329K ﹤0.01%
12,586
-3,633
728
$326K ﹤0.01%
+4,162
729
$325K ﹤0.01%
2,333
+279
730
$325K ﹤0.01%
3,791
+91
731
$322K ﹤0.01%
14,210
+820
732
$321K ﹤0.01%
4,910
-45
733
$319K ﹤0.01%
50,736
-29,466
734
$319K ﹤0.01%
54,882
735
$316K ﹤0.01%
2,370
-950
736
$314K ﹤0.01%
1,786
-1,293
737
$314K ﹤0.01%
1,072
+285
738
$312K ﹤0.01%
6,584
-104
739
$311K ﹤0.01%
+13,063
740
$310K ﹤0.01%
7,434
-2,080
741
$304K ﹤0.01%
+10,070
742
$295K ﹤0.01%
9,004
+217
743
$295K ﹤0.01%
1,799
744
$293K ﹤0.01%
4,244
+338
745
$290K ﹤0.01%
4,247
746
$290K ﹤0.01%
13,769
-518
747
$289K ﹤0.01%
12,986
-110
748
$288K ﹤0.01%
3,963
-481
749
$287K ﹤0.01%
6,015
+1,413
750
$282K ﹤0.01%
+20,162