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
551
$3.42M ﹤0.01%
809,132
-57,843
552
$3.33M ﹤0.01%
15,101
+2,476
553
$3.21M ﹤0.01%
128,347
+21,635
554
$3.2M ﹤0.01%
36,713
-15,123
555
$3.17M ﹤0.01%
122,194
-5,063
556
$3.15M ﹤0.01%
42,520
557
$3.14M ﹤0.01%
69,696
-11,321
558
$3.09M ﹤0.01%
6,923
+305
559
$3.07M ﹤0.01%
465,180
-51,233
560
$3.06M ﹤0.01%
6,907
-1,537
561
$3.04M ﹤0.01%
67,116
-10,787
562
$3.02M ﹤0.01%
207,770
-79
563
$3.02M ﹤0.01%
126,098
+10,832
564
$2.94M ﹤0.01%
21,997
+4,133
565
$2.91M ﹤0.01%
20,444
-106
566
$2.9M ﹤0.01%
99,264
+20,593
567
$2.83M ﹤0.01%
121,814
+41,932
568
$2.8M ﹤0.01%
25,680
-444
569
$2.72M ﹤0.01%
102,031
+6,112
570
$2.71M ﹤0.01%
10,202
+193
571
$2.71M ﹤0.01%
94,738
-327
572
$2.7M ﹤0.01%
43,432
+136
573
$2.69M ﹤0.01%
100,172
-13,910
574
$2.67M ﹤0.01%
53,342
+2,127
575
$2.64M ﹤0.01%
14,486
-100
21 22
23
24 25