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
726
$910K ﹤0.01%
93,937
-2,411
727
$905K ﹤0.01%
7,181
+2,155
728
$902K ﹤0.01%
11,146
-988
729
$899K ﹤0.01%
99,189
730
$897K ﹤0.01%
37,068
-7,266
731
$894K ﹤0.01%
32,909
732
$888K ﹤0.01%
134,792
733
$885K ﹤0.01%
7,589
+1,399
734
$877K ﹤0.01%
22,820
-13,083
735
$874K ﹤0.01%
8,178
+212
736
$866K ﹤0.01%
15,325
-1,807
737
$864K ﹤0.01%
25,788
+3,661
738
$856K ﹤0.01%
4,446
+247
739
$847K ﹤0.01%
31,582
-62
740
$835K ﹤0.01%
+20,349
741
$834K ﹤0.01%
19,550
+1,673
742
$832K ﹤0.01%
5,711
743
$831K ﹤0.01%
16,428
+6,560
744
$821K ﹤0.01%
+28,009
745
$815K ﹤0.01%
76,604
+186
746
$814K ﹤0.01%
11,157
+1,903
747
$812K ﹤0.01%
68,569
748
$804K ﹤0.01%
16,017
+3,559
749
$785K ﹤0.01%
11,308
-896
750
$783K ﹤0.01%
34,210
+20,297