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
576
$2.63M ﹤0.01%
23,488
-3,094
577
$2.63M ﹤0.01%
32,382
-119
578
$2.62M ﹤0.01%
12,157
+67
579
$2.6M ﹤0.01%
5,656
+2,769
580
$2.58M ﹤0.01%
35,825
-4,075
581
$2.58M ﹤0.01%
18,414
-6,169
582
$2.56M ﹤0.01%
45,888
-24,170
583
$2.54M ﹤0.01%
6,334
+217
584
$2.5M ﹤0.01%
132,602
-50,423
585
$2.47M ﹤0.01%
610,615
-54,381
586
$2.47M ﹤0.01%
41,015
+7,671
587
$2.44M ﹤0.01%
83,192
+15,184
588
$2.43M ﹤0.01%
75,687
-11,543
589
$2.38M ﹤0.01%
166,655
-10,398
590
$2.36M ﹤0.01%
32,337
+3,055
591
$2.33M ﹤0.01%
295,827
+8,813
592
$2.32M ﹤0.01%
17,485
-3,029
593
$2.25M ﹤0.01%
5,935
+610
594
$2.24M ﹤0.01%
49,340
+11,716
595
$2.23M ﹤0.01%
223,325
+2,666
596
$2.21M ﹤0.01%
8,048
+1,983
597
$2.2M ﹤0.01%
139,847
-22,398
598
$2.19M ﹤0.01%
29,514
-161
599
$2.15M ﹤0.01%
32,173
-148
600
$2.15M ﹤0.01%
10,885
+343
22 23
24
25 26