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
501
$5.56M ﹤0.01%
127,674
+41,540
502
$5.42M ﹤0.01%
209,000
503
$5.4M ﹤0.01%
126,106
-185
504
$5.38M ﹤0.01%
118,244
-14,161
505
$5.34M ﹤0.01%
113,669
+104
506
$5.34M ﹤0.01%
56,379
+3,448
507
$5.34M ﹤0.01%
9,852
-57
508
$5.25M ﹤0.01%
202,139
-11,286
509
$5.19M ﹤0.01%
134,994
+11,502
510
$5.15M ﹤0.01%
81,535
+5,504
511
$5.1M ﹤0.01%
214,000
512
$5.05M ﹤0.01%
135,794
-15,633
513
$4.91M ﹤0.01%
38,143
-13,591
514
$4.91M ﹤0.01%
46,249
+3,685
515
$4.9M ﹤0.01%
157,512
+371
516
$4.83M ﹤0.01%
68,166
-4,327
517
$4.81M ﹤0.01%
40,477
-943
518
$4.74M ﹤0.01%
158,031
519
$4.74M ﹤0.01%
69,899
520
$4.72M ﹤0.01%
49,442
521
$4.7M ﹤0.01%
114,537
+36,985
522
$4.62M ﹤0.01%
66,880
+1,628
523
$4.61M ﹤0.01%
103,621
524
$4.59M ﹤0.01%
223,303
+15,025
525
$4.56M ﹤0.01%
60,154
-284