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
826
$3K ﹤0.01%
+667
827
$3K ﹤0.01%
82,000
828
$2K ﹤0.01%
30,000
-1,000
829
-1,977
830
-7,592
831
-6,629
832
-15,182
833
$0 ﹤0.01%
20,000
834
-359,938
835
$0 ﹤0.01%
12,555
836
$0 ﹤0.01%
58,930
837
-4,111
838
-2,789
839
-2,764
840
-13,657
841
-6,023
842
-35,858
843
-5,968
844
-2,127
845
-2,918
846
-1,244
847
-10,900
848
-1,709
849
-8,315
850
-548