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
626
$1.79M ﹤0.01%
4,366
-201
627
$1.79M ﹤0.01%
12,214
-75
628
$1.77M ﹤0.01%
79,006
-8,195
629
$1.76M ﹤0.01%
56,904
-2,415
630
$1.75M ﹤0.01%
28,928
-175
631
$1.72M ﹤0.01%
42,664
+7,864
632
$1.7M ﹤0.01%
33,370
-5,786,149
633
$1.67M ﹤0.01%
8,104
+2,119
634
$1.66M ﹤0.01%
148,401
635
$1.66M ﹤0.01%
48,457
636
$1.64M ﹤0.01%
65,836
+20,896
637
$1.63M ﹤0.01%
10,668
-331
638
$1.6M ﹤0.01%
72,395
-283,869
639
$1.59M ﹤0.01%
60,805
640
$1.59M ﹤0.01%
169,500
-15,429
641
$1.58M ﹤0.01%
100,867
-9,819
642
$1.58M ﹤0.01%
61,292
+12,926
643
$1.55M ﹤0.01%
17,659
+1,279
644
$1.55M ﹤0.01%
8,896
+322
645
$1.53M ﹤0.01%
95,903
-7,639
646
$1.52M ﹤0.01%
47,909
-17,222
647
$1.5M ﹤0.01%
36,556
648
$1.5M ﹤0.01%
111,664
649
$1.5M ﹤0.01%
29,600
-653
650
$1.49M ﹤0.01%
10,100
+251
24 25
26
27 28