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
526
$4.49M ﹤0.01%
131,069
-51,174
527
$4.4M ﹤0.01%
189,424
528
$4.39M ﹤0.01%
27,854
+1,535
529
$4.38M ﹤0.01%
53,159
+12,660
530
$4.32M ﹤0.01%
18,441
-234
531
$4.29M ﹤0.01%
8,921
+1,312
532
$4.24M ﹤0.01%
92,783
-18,750
533
$4.24M ﹤0.01%
651,291
+88,333
534
$4.21M ﹤0.01%
26,491
535
$4.18M ﹤0.01%
6,989
-250
536
$4.1M ﹤0.01%
30,412
+2,920
537
$4M ﹤0.01%
127,914
-12
538
$3.95M ﹤0.01%
170,196
-13,828
539
$3.93M ﹤0.01%
15,028
+685
540
$3.86M ﹤0.01%
5,368
+1,001
541
$3.78M ﹤0.01%
163,313
-740
542
$3.77M ﹤0.01%
126,787
+9,461
543
$3.77M ﹤0.01%
269,722
-26,752
544
$3.76M ﹤0.01%
84,833
+3,931
545
$3.68M ﹤0.01%
88,665
+3,192
546
$3.63M ﹤0.01%
109,933
+4,975
547
$3.63M ﹤0.01%
31,900
+3,763
548
$3.58M ﹤0.01%
68,518
+13,430
549
$3.55M ﹤0.01%
30,616
-3,067
550
$3.43M ﹤0.01%
24,794
-18,108