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
$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
1
$8.18B 6.13%
59,176,198
-6,493,537
2
$6.76B 5.07%
29,016,805
+322,423
3
$5.64B 4.23%
49,895,319
+1,252,818
4
$4.06B 3.05%
42,474,883
+599,503
5
$3.44B 2.58%
45,430,608
-13,952,276
6
$2.26B 1.69%
22,050,661
+6,447,485
7
$2.25B 1.69%
8,167,617
-188,867
8
$2.03B 1.52%
15,038,787
-316,432
9
$1.95B 1.46%
4,693,917
+98,176
10
$1.83B 1.37%
12,725,963
-2,948,998
11
$1.72B 1.29%
25,126,168
-1,196,985
12
$1.6B 1.2%
11,826,476
+244,736
13
$1.57B 1.18%
6,686,275
+137,972
14
$1.52B 1.14%
17,668,310
+338,368
15
$1.5B 1.12%
8,433,282
-5,199,598
16
$1.47B 1.1%
121,071,300
+45,159,440
17
$1.46B 1.09%
18,416,436
+7,514,505
18
$1.45B 1.09%
53,167,066
+1,099,150
19
$1.42B 1.06%
5,142,337
-1,041,656
20
$1.39B 1.04%
4,743,628
+1,456,801
21
$1.26B 0.95%
3,903,437
-2,031,430
22
$1.23B 0.92%
19,394,339
-5,748,764
23
$1.23B 0.92%
24,509,705
+24,370,205
24
$1.2B 0.9%
2,549,014
-1,790,620
25
$1.2B 0.9%
7,290,448
-212,820