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
776
$588K ﹤0.01%
3,620
+965
777
$588K ﹤0.01%
10,319
+845
778
$575K ﹤0.01%
5,767
+425
779
$571K ﹤0.01%
7,720
780
$568K ﹤0.01%
5,583
-90
781
$556K ﹤0.01%
+6,392
782
$552K ﹤0.01%
2,506
+1,297
783
$551K ﹤0.01%
5,774
+854
784
$536K ﹤0.01%
89,522
785
$529K ﹤0.01%
4,985
+1,763
786
$526K ﹤0.01%
6,960
+623
787
$521K ﹤0.01%
7,866
+1,256
788
$517K ﹤0.01%
7,001
+3
789
$516K ﹤0.01%
5,412
-1,229
790
$510K ﹤0.01%
15,348
+3,686
791
$500K ﹤0.01%
6,996
-12,540
792
$498K ﹤0.01%
12,428
793
$486K ﹤0.01%
8,148
794
$486K ﹤0.01%
3,077
+894
795
$484K ﹤0.01%
10,301
+2,230
796
$469K ﹤0.01%
17,410
-108
797
$468K ﹤0.01%
8,794
+752
798
$466K ﹤0.01%
7,447
+868
799
$463K ﹤0.01%
26,523
+11,877
800
$461K ﹤0.01%
6,354
+2,027