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
451
$7.72M ﹤0.01%
180,472
452
$7.71M ﹤0.01%
1,283,437
+68,243
453
$7.65M ﹤0.01%
117,000
454
$7.63M ﹤0.01%
100,425
-1,542
455
$7.6M ﹤0.01%
101,264
+6,264
456
$7.45M ﹤0.01%
124,821
+9,093
457
$7.43M ﹤0.01%
481,527
+61,069
458
$7.41M ﹤0.01%
79,487
+12,064
459
$7.4M ﹤0.01%
283,351
460
$7.26M ﹤0.01%
182,599
+3,309
461
$7.24M ﹤0.01%
2,046,000
462
$7.19M ﹤0.01%
584,352
+12,808
463
$7.17M ﹤0.01%
153,266
+16,781
464
$7.15M ﹤0.01%
37,608
+5,414
465
$7.14M ﹤0.01%
337,863
+20,219
466
$7.08M ﹤0.01%
436,000
467
$7.04M ﹤0.01%
155,097
-5,172
468
$6.97M ﹤0.01%
404,000
469
$6.93M ﹤0.01%
151,379
-11,640
470
$6.88M ﹤0.01%
23,887
+420
471
$6.84M ﹤0.01%
49,369
+6,758
472
$6.76M ﹤0.01%
292,995
+88,922
473
$6.61M ﹤0.01%
20,001
-274
474
$6.6M ﹤0.01%
179,005
475
$6.52M ﹤0.01%
38,589
+477