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
401
$11.7M 0.01%
163,710
+13,781
402
$11.6M 0.01%
1,027,233
-25,188
403
$11.5M 0.01%
105,774
+1,629
404
$11.4M 0.01%
343,193
-12,419
405
$11.3M 0.01%
93,900
+114
406
$11.2M 0.01%
217,146
+4
407
$11.2M 0.01%
507,059
-35,581
408
$11.2M 0.01%
92,363
409
$11.2M 0.01%
776,120
410
$11.1M 0.01%
262,158
+13,438
411
$10.9M 0.01%
372,490
+1,008
412
$10.9M 0.01%
302,734
+29,658
413
$10.7M 0.01%
380,236
+11,378
414
$10.6M 0.01%
183,342
415
$10.6M 0.01%
76,552
+5,948
416
$10.5M 0.01%
112,064
-511
417
$10.4M 0.01%
61,944
-6,421
418
$10.4M 0.01%
29,451
+2,018
419
$10.3M 0.01%
331,435
+10,081
420
$10.3M 0.01%
105,905
-14,198
421
$10.2M 0.01%
126,316
+5,903
422
$10M 0.01%
276,645
-8,771
423
$9.93M 0.01%
187,821
-4,061
424
$9.82M 0.01%
65,546
+26,043
425
$9.82M 0.01%
418,552