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
26
$1.46B 0.81%
12,635,321
+289,608
27
$1.43B 0.79%
2,656,804
+50,288
28
$1.4B 0.77%
4,883,576
+125,222
29
$1.4B 0.77%
26,625,591
+652,581
30
$1.38B 0.76%
3,516,253
+77,549
31
$1.34B 0.74%
1,934,557
+91,571
32
$1.32B 0.73%
21,902,043
+497,450
33
$1.31B 0.72%
8,994,224
+558,598
34
$1.28B 0.71%
2,456,683
+60,712
35
$1.25B 0.69%
27,061,442
+3,435,171
36
$1.23B 0.68%
15,239,740
-510,072
37
$1.21B 0.67%
2,644,683
+136,477
38
$1.18B 0.65%
20,450,601
+343,816
39
$1.17B 0.65%
3,829,346
+94,468
40
$1.16B 0.64%
5,656,365
+94,913
41
$1.12B 0.62%
16,200,895
-429,550
42
$1.12B 0.62%
7,090,016
+194,678
43
$1.11B 0.61%
18,561,322
+445,288
44
$1.1B 0.61%
6,665,431
+426,082
45
$1.08B 0.6%
10,870,182
+303,666
46
$1.07B 0.59%
37,188,265
+3,652,112
47
$1.05B 0.58%
9,667,396
+200,326
48
$1.05B 0.58%
9,606,798
-349,485
49
$1.05B 0.58%
9,517,906
+283,137
50
$1.05B 0.58%
2,831,584
+158,115
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