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
201
$57.1M 0.04%
699,992
-10,121
202
$57M 0.04%
2,626,704
+386,988
203
$55.4M 0.04%
512,828
-96,712
204
$55.3M 0.04%
489,466
-12,823
205
$54.7M 0.04%
275,352
-4,836
206
$54.6M 0.04%
450,855
+6,988
207
$52.5M 0.04%
660,768
-27,823
208
$52.4M 0.04%
3,064,195
-56,765
209
$51.6M 0.04%
2,044,745
-215,685
210
$50.7M 0.04%
740,042
-30,478
211
$49.4M 0.04%
539,368
+10,842
212
$49.1M 0.04%
1,824,623
+55,358
213
$49M 0.04%
112,290
-33,441
214
$48M 0.04%
2,362,279
+708,277
215
$47.9M 0.04%
304,585
-22,920
216
$47.8M 0.04%
725,537
+155,026
217
$47.5M 0.04%
773,260
-71,091
218
$47.4M 0.04%
240,759
-12,266
219
$46.8M 0.04%
281,297
-217,719
220
$46.3M 0.03%
479,739
+64,424
221
$46.1M 0.03%
214,360
+35,888
222
$46.1M 0.03%
481,606
-9,017
223
$45.9M 0.03%
225,408
+504
224
$45.9M 0.03%
12,783,267
+3,187,780
225
$45.8M 0.03%
141,356
+1,516
7 8
9
10 11