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
876
-4,011
877
-8,391
878
-3,935
879
-7,212
880
-15,955
881
-17,877
882
-3,064
883
-24,095
884
-13,299
885
-9,006
886
-7,526
887
-5,777
888
$0 ﹤0.01%
4,153,536
-459,712
889
-23,864
890
-545,198
891
-11,401
892
-173,354
893
$0 ﹤0.01%
10,000
894
$0 ﹤0.01%
26,121
-2,000
895
-253,713
896
$0 ﹤0.01%
13,100
897
$0 ﹤0.01%
10,000
898
-11,899
899
$0 ﹤0.01%
20,079
+60
900
$0 ﹤0.01%
25,800
+5,000