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
351
$18.9M 0.01%
165,538
+16,549
352
$18.9M 0.01%
657,195
-10,268
353
$18.6M 0.01%
83,827
+3,774
354
$18.4M 0.01%
1,487,453
+56,872
355
$18.3M 0.01%
88,398
-8,725
356
$18.2M 0.01%
138,180
-8,246
357
$18M 0.01%
174,958
-10,700
358
$17.8M 0.01%
85,730
-1,675
359
$17.7M 0.01%
262,128
-32,344
360
$17.5M 0.01%
768,857
+67,564
361
$17.4M 0.01%
1,374,052
+53,144
362
$17.3M 0.01%
234,863
+144
363
$17.1M 0.01%
153,820
+1,837
364
$17M 0.01%
403,974
+26,221
365
$16.9M 0.01%
74,940
-74,672
366
$16.7M 0.01%
1,404,320
+9,713
367
$16.5M 0.01%
91,983
+6,776
368
$16.3M 0.01%
159,717
+1,876
369
$16.3M 0.01%
670,143
-4,624
370
$16.1M 0.01%
785,457
+8,565
371
$15.9M 0.01%
123,068
-6,079
372
$15.7M 0.01%
245,193
+40,941
373
$15.6M 0.01%
494,373
+16,243
374
$15.5M 0.01%
429,319
-2,990
375
$15.3M 0.01%
126,207
+2,061