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
$181B
AUM Growth
+$16.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,244
New
Increased
Reduced
Closed

Top Buys

1
+$815M
2
+$744M
3
+$661M
4
PG icon
Procter & Gamble
PG
+$651M
5
XOM icon
Exxon Mobil
XOM
+$570M

Top Sells

1
+$746M
2
+$579M
3
+$542M
4
UBER icon
Uber
UBER
+$497M
5
TGT icon
Target
TGT
+$423M

Sector Composition

1 Technology 27.95%
2 Financials 10.94%
3 Healthcare 9.68%
4 Consumer Discretionary 9.44%
5 Industrials 7.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$49.6M 0.03%
478,447
-11,429
227
$49.5M 0.03%
752,298
+123,468
228
$47.6M 0.03%
1,241,294
+4,350
229
$47.5M 0.03%
653,476
+6,477
230
$47.3M 0.03%
382,469
+26,539
231
$46.4M 0.03%
262,331
+4,686
232
$46M 0.03%
873,427
-54,340
233
$46M 0.03%
1,262,261
+6,457
234
$45.4M 0.03%
3,258,487
+43,287
235
$45.1M 0.02%
871,551
-13,096
236
$44.5M 0.02%
221,138
+572
237
$43.4M 0.02%
440,918
-7,990
238
$43.4M 0.02%
2,609,487
+201,489
239
$43.1M 0.02%
317,035
-366
240
$43M 0.02%
3,815,533
-14,264
241
$42.8M 0.02%
2,517,665
+171,039
242
$42.5M 0.02%
202,367
-13,868
243
$42.3M 0.02%
957,172
-4,305
244
$42.2M 0.02%
234,193
-21,514
245
$41.9M 0.02%
734,566
+4,786
246
$41.2M 0.02%
3,338,408
+17,386
247
$41.2M 0.02%
2,259,146
-27,631
248
$41.2M 0.02%
2,509,747
+2,298
249
$40.9M 0.02%
235,767
+152
250
$40M 0.02%
1,142,279
+4,491
8 9
10
11 12