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
301
$27.5M 0.02%
290,886
+1,915
302
$27.2M 0.02%
631,406
+4,824
303
$27M 0.01%
1,081,129
+7,694
304
$26.3M 0.01%
468,299
305
$25.9M 0.01%
2,193,540
+39,479
306
$25.9M 0.01%
210,817
-12,556
307
$25.8M 0.01%
869,644
+5,486
308
$25.7M 0.01%
157,810
+5,986
309
$25.5M 0.01%
553,645
-31,577
310
$24.7M 0.01%
871,099
+20,667
311
$24.4M 0.01%
335,492
-30,041
312
$24.2M 0.01%
71,885
-2,590
313
$24.1M 0.01%
1,558,764
+34,136
314
$23.9M 0.01%
817,180
+16,403
315
$23.8M 0.01%
175,475
-12,517
316
$23.8M 0.01%
1,854,678
317
$23.3M 0.01%
566,097
+14,114
318
$23.1M 0.01%
297,208
-15,053
319
$23.1M 0.01%
2,239,112
+48,823
320
$23.1M 0.01%
899,001
+4,347
321
$22.8M 0.01%
1,817,809
+3,509
322
$22.8M 0.01%
164,281
+7,170
323
$22.7M 0.01%
231,554
+1,265
324
$22.7M 0.01%
1,248,257
+70,088
325
$22.6M 0.01%
285,530
-1,962