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
176
$79.4M 0.06%
1,916,499
+1,886,068
177
$79M 0.06%
2,249,880
-40,000
178
$78.9M 0.06%
254,310
-109,159
179
$74.8M 0.06%
592,263
-338,010
180
$73.8M 0.06%
1,152,170
-5,689
181
$72.6M 0.05%
1,685,303
+1,670,974
182
$72.5M 0.05%
2,278,903
-46,347
183
$71.3M 0.05%
1,303,295
-18,574
184
$70.8M 0.05%
1,053,817
-113,962
185
$70.4M 0.05%
2,714,148
+279,445
186
$70.2M 0.05%
500,099
-2,160
187
$67.8M 0.05%
2,280,726
+335
188
$67.8M 0.05%
1,172,715
-27,159
189
$67M 0.05%
2,516,763
-49,115
190
$66.3M 0.05%
631,676
+618,474
191
$65.8M 0.05%
206,767
-41,744
192
$65.1M 0.05%
5,163,845
-52,984
193
$64M 0.05%
1,003,021
-33,824
194
$62.4M 0.05%
8,907,505
+809,861
195
$61.9M 0.05%
430,021
-227,275
196
$61.8M 0.05%
148,119
-2,139
197
$61.2M 0.05%
3,438,915
-168,638
198
$60.8M 0.05%
3,155,882
+57,846
199
$59.4M 0.04%
1,292,070
-112,479
200
$59.1M 0.04%
1,712,126
-22,850
6 7
8
9 10