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
176
$57.1M 0.05%
388,211
+12,997
177
$56.6M 0.05%
250,125
-21,479
178
$56.4M 0.05%
132,652
-12,910
179
$56M 0.05%
537,236
+28,743
180
$55.4M 0.05%
1,420,418
-42,027
181
$54.6M 0.05%
581,299
-11,007
182
$54M 0.05%
6,415,780
+398,959
183
$52.9M 0.05%
295,857
-7,190
184
$51.9M 0.05%
502,698
-57,325
185
$51.6M 0.05%
2,054,512
-59,866
186
$50.8M 0.04%
997,961
-24,759
187
$50.4M 0.04%
6,190,867
-247,442
188
$50.3M 0.04%
2,596,998
-60,141
189
$49.4M 0.04%
1,590,543
+467,755
190
$47.8M 0.04%
1,033,076
-41,171
191
$46.1M 0.04%
948,402
-28,239
192
$46M 0.04%
1,393,296
-85,259
193
$45.8M 0.04%
775,671
-21,051
194
$44.1M 0.04%
418,220
+9,996
195
$43.5M 0.04%
1,327,861
-52,995
196
$43.5M 0.04%
1,991,395
-53,199
197
$42.8M 0.04%
2,875,581
-107,251
198
$41.6M 0.04%
704,877
-16,257
199
$41.3M 0.04%
372,385
-11,486
200
$40.7M 0.04%
3,373,488
-232,666
6 7
8
9 10