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
76
$490M 0.37%
8,942,921
-12,444,811
77
$485M 0.36%
5,141,439
+4,650,159
78
$462M 0.35%
2,153,114
+34,152
79
$457M 0.34%
16,021,938
+733,995
80
$454M 0.34%
1,201,088
-258,080
81
$438M 0.33%
51,552,443
-4,526,382
82
$435M 0.33%
5,311,447
+1,316,029
83
$434M 0.33%
3,003,084
+118,108
84
$419M 0.31%
9,273,506
+248,858
85
$383M 0.29%
2,120,637
+2,117,664
86
$381M 0.29%
1,160,727
+83,939
87
$364M 0.27%
4,940,357
+227,159
88
$358M 0.27%
12,171,851
-3,482,648
89
$333M 0.25%
4,162,268
-10,316,884
90
$324M 0.24%
139,610,836
-10,516,160
91
$320M 0.24%
3,329,038
-56,622
92
$312M 0.23%
7,085,434
+2,859,356
93
$306M 0.23%
6,968,721
+1,194,641
94
$304M 0.23%
23,717,065
+22,516,875
95
$295M 0.22%
5,509,930
+292,167
96
$288M 0.22%
16,969,677
+2,504,660
97
$272M 0.2%
5,407,162
-2,031,301
98
$272M 0.2%
9,296,376
-171,850
99
$269M 0.2%
4,609,649
+4,538,552
100
$267M 0.2%
20,046,401
-2,135,750
2 3
4
5 6