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
51
$1.02B 0.56%
34,134,992
+1,374,242
52
$1.02B 0.56%
18,002,625
+1,301,834
53
$1.01B 0.56%
12,149,681
-466,967
54
$983M 0.54%
4,621,062
+70,502
55
$982M 0.54%
4,652,243
+159,798
56
$951M 0.53%
14,890,004
+317,574
57
$950M 0.53%
33,109,833
+6,116,809
58
$945M 0.52%
5,877,319
+147,965
59
$937M 0.52%
346,885
+12,950
60
$919M 0.51%
60,718,460
+5,917,372
61
$909M 0.5%
9,274,713
+252,296
62
$853M 0.47%
24,156,858
+1,355,431
63
$842M 0.47%
8,717,386
+446,004
64
$828M 0.46%
6,049,714
-208,617
65
$825M 0.46%
4,451,594
+4,401,650
66
$819M 0.45%
12,012,369
+680,833
67
$797M 0.44%
20,276,158
-516,282
68
$770M 0.43%
1,370,638
+64,692
69
$766M 0.42%
56,873,888
+1,788,555
70
$756M 0.42%
8,017,791
+198,252
71
$750M 0.41%
1,560,917
+1,547,989
72
$743M 0.41%
7,167,085
+153,030
73
$738M 0.41%
4,862,106
+4,287,178
74
$736M 0.41%
21,581,362
+593,937
75
$723M 0.4%
37,683,754
-328,730
1 2
3
4 5