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
851
-6,786
852
-10,150
853
-1,057
854
-4,268
855
-10,540
856
-5,155
857
-10,000
858
-11,151
859
$0 ﹤0.01%
3,500
860
-2,443
861
-25,235
862
-26,876
863
-7,413
864
-466
865
-5,835
866
-2,007
867
-18,288
868
-5,696
869
-3,695
870
-2,001
871
-4,398
872
-1,865
873
-11,503
874
-1,333
875
-2,136