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
601
$2.13M ﹤0.01%
21,251
-451
602
$2.08M ﹤0.01%
16,099
+2,244
603
$2.07M ﹤0.01%
104,343
-19,136
604
$2.07M ﹤0.01%
4
605
$2.03M ﹤0.01%
7,487
606
$2.03M ﹤0.01%
164,202
607
$2.02M ﹤0.01%
70,233
+12,827
608
$2.01M ﹤0.01%
29,575
-5,141,451
609
$2M ﹤0.01%
114,180
+5,183
610
$1.99M ﹤0.01%
32,518
-534
611
$1.99M ﹤0.01%
58,910
+2
612
$1.98M ﹤0.01%
62,814
+2,085
613
$1.97M ﹤0.01%
17,220
+2,955
614
$1.97M ﹤0.01%
30,067
+749
615
$1.97M ﹤0.01%
72,873
616
$1.94M ﹤0.01%
9,886
-521
617
$1.93M ﹤0.01%
210,502
618
$1.92M ﹤0.01%
494,845
-40,189
619
$1.91M ﹤0.01%
48,743
620
$1.89M ﹤0.01%
23,440
+529
621
$1.89M ﹤0.01%
15,582
-637
622
$1.86M ﹤0.01%
371,245
-51,888
623
$1.86M ﹤0.01%
134,700
624
$1.85M ﹤0.01%
60,577
+19,222
625
$1.8M ﹤0.01%
178,365
-33,363
23 24
25
26 27