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
376
$15.2M 0.01%
1,902,794
377
$15.1M 0.01%
33,862
+4,220
378
$14.7M 0.01%
43,069
+4,321
379
$14.7M 0.01%
131,465
-2,837
380
$14.6M 0.01%
172,229
-17,713
381
$14.6M 0.01%
389,911
-5,460
382
$14.5M 0.01%
282,242
+6,570
383
$14.3M 0.01%
65,533
+1,714
384
$14.3M 0.01%
37,267
-84
385
$14.2M 0.01%
963,293
+12,188
386
$13.9M 0.01%
75,506
-6,780
387
$13.9M 0.01%
211,697
-7,710
388
$13.9M 0.01%
163,903
-11,788
389
$13.8M 0.01%
142,759
+15,303
390
$13.6M 0.01%
664,044
391
$13.3M 0.01%
702,917
-151,820
392
$13.1M 0.01%
5,531,704
+13,058
393
$12.9M 0.01%
585,103
394
$12.7M 0.01%
334,092
+3,047
395
$12.7M 0.01%
83,420
-3,528
396
$12.3M 0.01%
2,834,027
-696,666
397
$12.3M 0.01%
160,274
+1,194
398
$12.1M 0.01%
65,635
+2,637
399
$11.8M 0.01%
41,869
+83
400
$11.8M 0.01%
81,129
+2,759