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
701
$1.06M ﹤0.01%
+141,055
702
$1.06M ﹤0.01%
20,844
+198
703
$1.06M ﹤0.01%
25,833
-6,402
704
$1.06M ﹤0.01%
13,708
+2,105
705
$1.05M ﹤0.01%
56,272
-36
706
$1.05M ﹤0.01%
14,881
707
$1.03M ﹤0.01%
20,202
708
$1.02M ﹤0.01%
78,032
709
$1.02M ﹤0.01%
11,345
+6,272
710
$1.01M ﹤0.01%
166,051
711
$996K ﹤0.01%
5,587
+2,592
712
$990K ﹤0.01%
5,709
+98
713
$972K ﹤0.01%
4,018
-304
714
$963K ﹤0.01%
8,260
+3,511
715
$962K ﹤0.01%
33,270
-400
716
$960K ﹤0.01%
4,349
+23
717
$957K ﹤0.01%
8,891
+2,692
718
$953K ﹤0.01%
16,989
+12,109
719
$949K ﹤0.01%
30,292
720
$940K ﹤0.01%
5,018
-1,629
721
$938K ﹤0.01%
23,345
722
$937K ﹤0.01%
3,744
-107
723
$917K ﹤0.01%
2,012
+819
724
$914K ﹤0.01%
+13,463
725
$914K ﹤0.01%
+196,517