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
251
$40M 0.02%
75,165
-219,001
252
$39.8M 0.02%
129,147
+939
253
$39.7M 0.02%
4,140,191
-6,832,692
254
$39.4M 0.02%
694,711
-13,550
255
$39.4M 0.02%
349,765
+26,460
256
$39.2M 0.02%
1,334,086
+11,235
257
$38.6M 0.02%
414,054
+1,674
258
$38.5M 0.02%
1,022,696
-22,018
259
$38.4M 0.02%
190,843
-2,883
260
$38.2M 0.02%
649,195
-4,100
261
$38.2M 0.02%
590,790
-1,985,655
262
$37.8M 0.02%
230,269
+3,764
263
$37.4M 0.02%
344,376
+4,545
264
$37.4M 0.02%
3,637,738
+65,563
265
$37.1M 0.02%
130,317
-2,500
266
$36.7M 0.02%
1,008,662
+151
267
$36.4M 0.02%
96,131
+238
268
$36.3M 0.02%
1,096,986
-22,244
269
$36.1M 0.02%
514,828
+18,153
270
$36M 0.02%
1,773,007
+9,515
271
$35.9M 0.02%
173,057
-4,260
272
$35.8M 0.02%
3,999,884
+135,707
273
$35.6M 0.02%
2,826,645
+42,393
274
$35.6M 0.02%
197,911
-6,074
275
$35M 0.02%
1,047,677
-40,521
9 10
11
12 13