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
426
$9.81M 0.01%
273,226
-13,751
427
$9.56M 0.01%
71,880
-126
428
$9.52M 0.01%
290,750
-17,655
429
$9.47M 0.01%
274,000
-300
430
$9.38M 0.01%
178,254
431
$9.33M 0.01%
31,266
+17,423
432
$9.26M 0.01%
240,409
-6,472
433
$9.17M 0.01%
225,541
-15,426
434
$9.13M 0.01%
124,545
-11,337
435
$9.02M 0.01%
511,000
436
$9.01M 0.01%
1,093,716
437
$8.73M ﹤0.01%
49,000
438
$8.66M ﹤0.01%
845,082
439
$8.51M ﹤0.01%
42,556
+3,805
440
$8.5M ﹤0.01%
361,000
441
$8.43M ﹤0.01%
193,078
+4,240
442
$8.39M ﹤0.01%
700,764
-45,234
443
$8.21M ﹤0.01%
129,654
-8,964
444
$8.12M ﹤0.01%
83,905
-681
445
$8.1M ﹤0.01%
121,745
-11,208,500
446
$8.09M ﹤0.01%
236,849
-2,021
447
$8.08M ﹤0.01%
114,964
+4,745
448
$8.05M ﹤0.01%
20,084
-3,771
449
$8.03M ﹤0.01%
519,291
-24,564
450
$7.96M ﹤0.01%
343,442
-8,902