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
676
$1.23M ﹤0.01%
13,601
+3
677
$1.23M ﹤0.01%
8,972
+194
678
$1.22M ﹤0.01%
25,044
+14,895
679
$1.22M ﹤0.01%
9,861
680
$1.21M ﹤0.01%
9,176
681
$1.2M ﹤0.01%
29,656
+1,140
682
$1.2M ﹤0.01%
14,187
-1,858
683
$1.2M ﹤0.01%
523,394
-126,332
684
$1.2M ﹤0.01%
+67,868
685
$1.16M ﹤0.01%
79,828
-10,143
686
$1.16M ﹤0.01%
44,064
-78,537
687
$1.15M ﹤0.01%
30,642
-1,270
688
$1.15M ﹤0.01%
+48,751
689
$1.13M ﹤0.01%
21,645
+142
690
$1.12M ﹤0.01%
27,460
691
$1.11M ﹤0.01%
21,816
692
$1.11M ﹤0.01%
28,595
+28,514
693
$1.11M ﹤0.01%
61,309
-8,369
694
$1.1M ﹤0.01%
49,975
-5,118
695
$1.1M ﹤0.01%
+33,800
696
$1.09M ﹤0.01%
11,022
-936
697
$1.09M ﹤0.01%
17,147
-726
698
$1.09M ﹤0.01%
11,145
+2,919
699
$1.08M ﹤0.01%
13,218
-208
700
$1.07M ﹤0.01%
7,534
+3,634
26 27
28
29 30