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
$114B
AUM Growth
+$11.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,002
New
Increased
Reduced
Closed

Top Buys

1
+$359M
2
+$334M
3
+$232M
4
AAPL icon
Apple
AAPL
+$168M
5
AMZN icon
Amazon
AMZN
+$136M

Top Sells

1
+$161M
2
+$153M
3
+$107M
4
CLGX
Corelogic, Inc.
CLGX
+$99.1M
5
SBUX icon
Starbucks
SBUX
+$88.7M

Sector Composition

1 Technology 26.41%
2 Consumer Discretionary 13.75%
3 Financials 11.06%
4 Healthcare 10.73%
5 Communication Services 6.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$286M 0.25%
11,457,592
-789,076
77
$284M 0.25%
6,659,099
+243,895
78
$282M 0.25%
20,487,934
+16,887,038
79
$281M 0.25%
3,824,740
-53,200
80
$277M 0.24%
10,985,798
-4,265,905
81
$274M 0.24%
38,485,896
-2,381,359
82
$263M 0.23%
37,182,977
-12,522,237
83
$252M 0.22%
7,345,360
+177,390
84
$240M 0.21%
778,817
+44,838
85
$229M 0.2%
2,735,317
-87,837
86
$229M 0.2%
211,694
-13,128
87
$223M 0.2%
1,374,747
+64,255
88
$215M 0.19%
4,142,502
-22,368
89
$212M 0.19%
5,517,184
-924,927
90
$207M 0.18%
13,317,960
+14,655
91
$205M 0.18%
1,143,619
-39,872
92
$192M 0.17%
4,495,533
-243,731
93
$188M 0.16%
1,807,840
+231,537
94
$187M 0.16%
2,055,320
-125,885
95
$178M 0.16%
100,644,594
-23,206,598
96
$178M 0.16%
4,039,332
+127,890
97
$173M 0.15%
717,269
-35,121
98
$171M 0.15%
402,941
-82,374
99
$162M 0.14%
4,919,062
+116,290
100
$156M 0.14%
6,581,741
+329,424
2 3
4
5 6