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
151
$99.4M 0.07%
697,899
+7,369
152
$99.2M 0.07%
21,106,561
+423,725
153
$98.5M 0.07%
996,765
-148,985
154
$98.5M 0.07%
1,165,956
+1,076
155
$97.4M 0.07%
2,873,465
-38,595
156
$96.7M 0.07%
798,341
+62,521
157
$96.2M 0.07%
1,854,004
-32,008
158
$93.3M 0.07%
391,581
-6,999
159
$92.5M 0.07%
25,126,466
+200,530
160
$92.4M 0.07%
1,247,543
-22,231
161
$90.7M 0.07%
1,704,127
+52,306
162
$90.3M 0.07%
214,189
-4,889
163
$89.9M 0.07%
2,055,488
-404,984
164
$89.6M 0.07%
579,060
-8,892
165
$88.6M 0.07%
1,311,361
+484,568
166
$88.5M 0.07%
327,696
+208,992
167
$88.2M 0.07%
3,018,107
-11,459,974
168
$84.6M 0.06%
3,139,936
+23,039
169
$83.2M 0.06%
961,565
-11,404
170
$83.1M 0.06%
1,093,381
-10,152,699
171
$82.6M 0.06%
359,922
-18,527
172
$82.1M 0.06%
5,387,745
-96,758
173
$81M 0.06%
2,532,345
-352,876
174
$80.5M 0.06%
1,216,702
-475,001
175
$80.1M 0.06%
636,951
-31,225
5 6
7
8 9