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
151
$73.4M 0.06%
1,092,988
+19,067
152
$73.2M 0.06%
1,417,204
+361,736
153
$72.7M 0.06%
203,768
-2,192
154
$70.8M 0.06%
769,141
-24,771
155
$70.1M 0.06%
565,037
-60,708
156
$69.7M 0.06%
3,643,484
+1,299,793
157
$69.1M 0.06%
897,039
+327,437
158
$68.8M 0.06%
122,045
+3,256
159
$68.1M 0.06%
218,613
-22,648
160
$68M 0.06%
904,969
-61,074
161
$67.9M 0.06%
4,358,311
-139,529
162
$67M 0.06%
1,264,654
-50,647
163
$66.8M 0.06%
1,377,647
-77,412
164
$66.8M 0.06%
215,339
-6,061
165
$64.3M 0.06%
271,832
+4
166
$63.6M 0.06%
1,764,318
-34,612
167
$63.5M 0.06%
2,585,355
-102,025
168
$62.7M 0.05%
439,161
+23,789
169
$62.5M 0.05%
352,477
-8,251
170
$61.7M 0.05%
1,831,176
-9,996
171
$61.4M 0.05%
1,619,598
+36,392
172
$61M 0.05%
730,227
-15,059
173
$59.8M 0.05%
547,253
-31,189
174
$58.3M 0.05%
574,104
+557,820
175
$57.2M 0.05%
606,820
+196,956
5 6
7
8 9