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
476
$6.41M ﹤0.01%
65,788
+5,652
477
$6.4M ﹤0.01%
14,697
-6,192
478
$6.39M ﹤0.01%
86,640
479
$6.38M ﹤0.01%
620,644
+11,571
480
$6.36M ﹤0.01%
151,079
-7,111
481
$6.36M ﹤0.01%
34,624
+4,448
482
$6.33M ﹤0.01%
2,543,006
-180,896
483
$6.27M ﹤0.01%
232,012
+36,959
484
$6.26M ﹤0.01%
57,502
-475
485
$6.23M ﹤0.01%
153,302
-3,818
486
$6.17M ﹤0.01%
114,337
-10,800
487
$6.06M ﹤0.01%
41,420
-36
488
$5.95M ﹤0.01%
81,807
+1,635
489
$5.89M ﹤0.01%
61,424
-1,112
490
$5.85M ﹤0.01%
89,208
+14,488
491
$5.85M ﹤0.01%
62,006
-2,136
492
$5.82M ﹤0.01%
417,274
-8,826
493
$5.76M ﹤0.01%
168,305
-8,599
494
$5.73M ﹤0.01%
1,241,122
-138,492
495
$5.68M ﹤0.01%
141,452
496
$5.67M ﹤0.01%
130,620
-14,213
497
$5.62M ﹤0.01%
137,784
+117,310
498
$5.59M ﹤0.01%
217,235
+34
499
$5.58M ﹤0.01%
28,462
+2,661
500
$5.57M ﹤0.01%
28,991
+653