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
126
$154M 0.12%
11,725,173
+11,542,904
127
$152M 0.11%
4,467,349
+3,008,470
128
$150M 0.11%
2,397,496
-729,048
129
$148M 0.11%
4,432,753
+309,100
130
$147M 0.11%
1,678,020
-218,512
131
$143M 0.11%
3,700,902
+95,591
132
$140M 0.11%
10,407,941
-456,716
133
$136M 0.1%
925,068
-611
134
$136M 0.1%
5,517,857
+202,433
135
$135M 0.1%
2,920,487
-898,595
136
$134M 0.1%
3,973,718
-88,701
137
$131M 0.1%
3,605,363
-205,872
138
$128M 0.1%
683,034
+534,464
139
$123M 0.09%
1,632,809
+1,488,474
140
$122M 0.09%
24,458,723
-689,567
141
$121M 0.09%
5,981,187
-175,161
142
$118M 0.09%
571,883
-11,478
143
$117M 0.09%
+19,289,801
144
$115M 0.09%
1,433,340
+1,074,492
145
$113M 0.08%
1,498,471
-160,926
146
$111M 0.08%
765,592
+755,849
147
$106M 0.08%
505,690
+424
148
$104M 0.08%
314,051
-5,220
149
$103M 0.08%
1,036,708
-18,869
150
$99.5M 0.07%
2,108,333
+1,086,084
4 5
6
7 8