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
751
$766K ﹤0.01%
111,632
752
$765K ﹤0.01%
10,126
+412
753
$754K ﹤0.01%
15,230
-6,182
754
$748K ﹤0.01%
39,908
+17,964
755
$730K ﹤0.01%
54,882
756
$723K ﹤0.01%
6,594
+457
757
$719K ﹤0.01%
38,124
758
$705K ﹤0.01%
+7,210
759
$703K ﹤0.01%
5,383
+1,238
760
$697K ﹤0.01%
20,538
761
$683K ﹤0.01%
10,817
+1,421
762
$681K ﹤0.01%
13,020
+3,000
763
$678K ﹤0.01%
13,491
+5,665
764
$671K ﹤0.01%
+58,061
765
$663K ﹤0.01%
43,182
766
$654K ﹤0.01%
14,210
+8,570
767
$650K ﹤0.01%
26,391
+391
768
$632K ﹤0.01%
12,822
-2,502
769
$630K ﹤0.01%
2,040
-587
770
$627K ﹤0.01%
+16,724
771
$617K ﹤0.01%
3,281
+963
772
$615K ﹤0.01%
+16,542
773
$611K ﹤0.01%
2,158
+512
774
$609K ﹤0.01%
1,255
+280
775
$593K ﹤0.01%
33,244
-39,764