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
$133B
AUM Growth
-$7.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,176
New
Increased
Reduced
Closed

Top Buys

1 +$1.22B
2 +$1.11B
3 +$989M
4
BLK icon
Blackrock
BLK
+$837M
5
SBUX icon
Starbucks
SBUX
+$806M

Top Sells

1 +$1.06B
2 +$924M
3 +$897M
4
COST icon
Costco
COST
+$846M
5
BABA icon
Alibaba
BABA
+$825M

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
-5,155
877
-10,000
878
-11,151
879
$0 ﹤0.01%
3,500
880
-2,443
881
-25,235
882
-7,526
883
-5,777
884
$0 ﹤0.01%
4,153,536
-459,712
885
-23,864
886
-545,198
887
-11,401
888
-173,354
889
$0 ﹤0.01%
10,000
890
$0 ﹤0.01%
26,121
-2,000
891
-253,713
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$0 ﹤0.01%
13,100
893
$0 ﹤0.01%
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894
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895
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20,079
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$0 ﹤0.01%
20,000
897
-359,938
898
$0 ﹤0.01%
12,555
899
$0 ﹤0.01%
58,930
900
$0 ﹤0.01%
25,800
+5,000