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
201
$39.9M 0.03%
175,704
+11,330
202
$39.7M 0.03%
337,197
+20,361
203
$39.5M 0.03%
559,538
-14,067
204
$37.1M 0.03%
126,936
-13,796
205
$36.9M 0.03%
1,531,131
+1,340,097
206
$36.8M 0.03%
646,340
-90,915
207
$35.3M 0.03%
304,463
-7,624
208
$34.8M 0.03%
11,852,109
-4,518,914
209
$34.3M 0.03%
249,222
-3,206
210
$34.3M 0.03%
1,150,486
-52,278
211
$34.2M 0.03%
305,987
-53,247
212
$33.9M 0.03%
1,368,004
-35,434
213
$32.3M 0.03%
195,456
-1,893
214
$31.8M 0.03%
672,671
-6,759
215
$30.7M 0.03%
138,892
+640
216
$30.3M 0.03%
2,156,879
-1,702
217
$30M 0.03%
824,276
+29,621
218
$29.8M 0.03%
596,130
+10,842
219
$29.6M 0.03%
250,596
+13,327
220
$28.6M 0.03%
2,695,392
-166,116
221
$28.4M 0.02%
6,950,886
+188,323
222
$28.3M 0.02%
404,617
-18,646
223
$27.9M 0.02%
235,087
+6,475
224
$27.8M 0.02%
455,714
-13,842
225
$27.4M 0.02%
2,899,459
+84,995