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
126
$103M 0.09%
34,501,242
-3,368,839
127
$103M 0.09%
1,277,130
-39,981
128
$103M 0.09%
582,286
-84,998
129
$102M 0.09%
1,631,616
-511,197
130
$101M 0.09%
784,126
-45,495
131
$101M 0.09%
677,965
-23,745
132
$98.9M 0.09%
36,088,072
-4,282,404
133
$98M 0.09%
506,232
-11,006
134
$95.1M 0.08%
1,132,780
-27,367
135
$93.5M 0.08%
279,563
-24,026
136
$92.1M 0.08%
1,697,544
-14,651
137
$89.9M 0.08%
647,004
-13,247
138
$89.4M 0.08%
31,541,512
-3,098,787
139
$87.7M 0.08%
1,448,540
-183,798
140
$87M 0.08%
2,498,024
-86,780
141
$86.6M 0.08%
314,983
-112,641
142
$86.3M 0.08%
167,402
-28,369
143
$86M 0.08%
1,087,287
-239,659
144
$85.5M 0.07%
470,597
+2,228
145
$85.1M 0.07%
177,219
-4,518
146
$83.7M 0.07%
799,500
-15,998
147
$80.8M 0.07%
4,020,503
+636,874
148
$77.9M 0.07%
6,695,548
+3,327,517
149
$77.8M 0.07%
430,123
-75,216
150
$73.4M 0.06%
1,044,470
-25,844