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
101
$261M 0.2%
4,345,337
+128,343
102
$255M 0.19%
3,160,725
+164,915
103
$251M 0.19%
4,568,130
-897,277
104
$248M 0.19%
20,132,358
-2,325,738
105
$247M 0.19%
+5,028,077
106
$240M 0.18%
53,925,503
+1,526,344
107
$235M 0.18%
702,553
+162,798
108
$231M 0.17%
278,977
-7,891
109
$223M 0.17%
5,277,225
+2,187
110
$215M 0.16%
8,000,690
-279,260
111
$203M 0.15%
1,981,939
-3,251,370
112
$195M 0.15%
9,053,051
+233,551
113
$194M 0.15%
4,486,250
+4,423,551
114
$188M 0.14%
8,322,919
-317,590
115
$186M 0.14%
2,250,260
+892,434
116
$174M 0.13%
4,882,359
+2,757,618
117
$172M 0.13%
920,389
-11,211
118
$171M 0.13%
1,468,135
+1,465,146
119
$168M 0.13%
501,616
-82,209
120
$167M 0.13%
908,206
-62,244
121
$167M 0.12%
6,096,726
-2,582,452
122
$160M 0.12%
857,708
-31,054
123
$160M 0.12%
762,777
+10,828
124
$158M 0.12%
2,124,852
+2,088,183
125
$155M 0.12%
3,652,490
-139,736
3 4
5
6 7