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
276
$34.8M 0.02%
585,917
277
$34.8M 0.02%
207,351
+337
278
$34.1M 0.02%
1,495,502
+8,799
279
$33.7M 0.02%
1,367,022
+7,860
280
$33.4M 0.02%
884,802
+5,206
281
$33.1M 0.02%
423,522
-6,160
282
$32.9M 0.02%
322,628
+14,227
283
$31.9M 0.02%
278,830
-267
284
$31.9M 0.02%
1,251,686
+22,017
285
$31.4M 0.02%
231,241
-45,419
286
$31.4M 0.02%
656,484
-2,640
287
$31.4M 0.02%
766,961
+14,669
288
$31.3M 0.02%
1,306,751
+52,054
289
$30.9M 0.02%
633,754
+9,784
290
$30.5M 0.02%
250,760
-6,658
291
$30.4M 0.02%
4,324,553
+31,157
292
$29.4M 0.02%
142,171
-2,179
293
$29.1M 0.02%
121,241
-1,191
294
$28.9M 0.02%
694,540
+3,973
295
$28.7M 0.02%
809,965
+10,966
296
$28.4M 0.02%
351,571
+6,844
297
$28.3M 0.02%
1,442,632
+6,528
298
$27.9M 0.02%
762,438
+35,964
299
$27.6M 0.02%
336,537
-9,227
300
$27.6M 0.02%
839,492
-8,822