Ken Fisher

Ken Fisher Fisher Asset Management

AUM $252B
1-Year Return 19.67%
 

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 Return
1 Year Return
+19.67%
3 Year Return
5 Year Return
10 Year 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
1
$6.8B 5.95%
58,694,648
+1,447,128
2
$5.33B 4.67%
33,873,100
+866,520
3
$4.7B 4.12%
22,367,105
+514,003
4
$4.31B 3.77%
21,537,748
+558,513
5
$3.97B 3.47%
13,495,276
-54,350
6
$3.38B 2.96%
35,245,326
+3,747,806
7
$2.99B 2.62%
11,892,437
+386,087
8
$2.72B 2.38%
5,539,674
+195,205
9
$2.32B 2.03%
31,646,960
+1,004,160
10
$2.23B 1.95%
27,509,549
-1,990,194
11
$1.99B 1.75%
10,119,694
+375,026
12
$1.99B 1.74%
14,756,076
+35,758
13
$1.82B 1.59%
6,556,701
+165,158
14
$1.77B 1.55%
3,531,546
+125,297
15
$1.59B 1.39%
33,996,759
+867,288
16
$1.47B 1.28%
28,302,744
-362,657
17
$1.46B 1.28%
14,604,429
-3,833
18
$1.35B 1.18%
3,649,095
+103,264
19
$1.27B 1.11%
8,122,423
+184,083
20
$1.24B 1.08%
3,663,875
-231,187
21
$1.2B 1.05%
3,391,071
+108,176
22
$1.18B 1.03%
9,496,711
+410,180
23
$1.13B 0.99%
4,299,819
+160,136
24
$1.09B 0.95%
31,406,652
+440,988
25
$950M 0.83%
17,342,680
+415,735
1
2 3 4 5