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
326
$22.4M 0.01%
248,334
+54,377
327
$22.4M 0.01%
2,216,978
+47,347
328
$22.1M 0.01%
372,698
329
$21.9M 0.01%
703,169
+3,206
330
$21.6M 0.01%
75,604
-3,144
331
$21.4M 0.01%
207,051
-20,194
332
$21.4M 0.01%
164,163
-1,522
333
$21.2M 0.01%
252,569
-6,279
334
$21.1M 0.01%
248,433
+4,308
335
$21M 0.01%
2,411,599
+34,096
336
$20.8M 0.01%
41,332
-772
337
$20.7M 0.01%
558,271
-9,319
338
$20.7M 0.01%
320,879
+18,371
339
$20.7M 0.01%
340,366
+9,057
340
$20.5M 0.01%
245,554
-6,808
341
$20.5M 0.01%
69,350
-617
342
$20.4M 0.01%
220,843
+3
343
$20.3M 0.01%
431,146
+10,229
344
$19.8M 0.01%
811,119
+540
345
$19.8M 0.01%
606,637
-13,692
346
$19.7M 0.01%
1,229,036
+318
347
$19.6M 0.01%
347,183
+3,167
348
$19.5M 0.01%
6,145,462
-58,703
349
$19.3M 0.01%
307,948
-837
350
$19.2M 0.01%
1,271,600
-360