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
101
$152M 0.13%
2,748,210
-68,526
102
$147M 0.13%
609,292
-76,094
103
$141M 0.12%
1,130,836
-88,809
104
$135M 0.12%
7,749,678
-2,225,371
105
$129M 0.11%
843,800
-37,223
106
$125M 0.11%
258,001
+5,551
107
$125M 0.11%
539,080
+4,651
108
$124M 0.11%
1,731,572
+620,416
109
$123M 0.11%
970,998
-27,736
110
$123M 0.11%
4,683,900
+158,140
111
$122M 0.11%
372,122
-3,748
112
$122M 0.11%
684,780
+650,183
113
$120M 0.11%
561,771
+10,972
114
$120M 0.1%
2,929,458
+178,621
115
$120M 0.1%
545,509
+536,880
116
$118M 0.1%
1,991,830
+59,810
117
$116M 0.1%
2,931,284
+2,104,048
118
$114M 0.1%
2,788,702
+104,343
119
$112M 0.1%
17,378,287
+4,561,536
120
$110M 0.1%
26,944,518
-1,526,427
121
$110M 0.1%
2,089,560
+15,595
122
$109M 0.1%
123,343
-24,841
123
$108M 0.09%
3,540,372
-704,065
124
$107M 0.09%
2,795,980
+84,556
125
$104M 0.09%
2,720,324
-44,790
3 4
5
6 7