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
651
$1.46M ﹤0.01%
32,554
+10,329
652
$1.46M ﹤0.01%
55,101
+6,095
653
$1.45M ﹤0.01%
12,800
-369
654
$1.44M ﹤0.01%
41,160
-3,837
655
$1.44M ﹤0.01%
70,654
656
$1.43M ﹤0.01%
4,970
-13,686
657
$1.4M ﹤0.01%
48,444
-5,633
658
$1.38M ﹤0.01%
27,606
659
$1.37M ﹤0.01%
25,409
-1,154
660
$1.36M ﹤0.01%
6,029
-474
661
$1.34M ﹤0.01%
36,799
662
$1.34M ﹤0.01%
15,186
+3,708
663
$1.33M ﹤0.01%
24,383
-2,711
664
$1.33M ﹤0.01%
81,975
665
$1.33M ﹤0.01%
33,215
666
$1.32M ﹤0.01%
11,259
+2,203
667
$1.32M ﹤0.01%
126,113
668
$1.31M ﹤0.01%
20,589
-6,189
669
$1.31M ﹤0.01%
56,396
-6,283
670
$1.3M ﹤0.01%
21,086
671
$1.29M ﹤0.01%
27,892
-762
672
$1.26M ﹤0.01%
58,742
673
$1.25M ﹤0.01%
284,908
-112
674
$1.25M ﹤0.01%
16,868
-234
675
$1.23M ﹤0.01%
68,271