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
801
$452K ﹤0.01%
8,259
-858
802
$446K ﹤0.01%
8,916
-830
803
$438K ﹤0.01%
4,155
+43
804
$438K ﹤0.01%
5,164
+1,058
805
$435K ﹤0.01%
2,187
+1,001
806
$432K ﹤0.01%
36,208
807
$432K ﹤0.01%
6,613
+14
808
$423K ﹤0.01%
10,257
809
$422K ﹤0.01%
4,535
+329
810
$417K ﹤0.01%
3,266
+836
811
$413K ﹤0.01%
13,601
+7,010
812
$405K ﹤0.01%
349,239
-53,950
813
$405K ﹤0.01%
+5,801
814
$403K ﹤0.01%
13,710
-530
815
$402K ﹤0.01%
2,378
-20
816
$397K ﹤0.01%
50,762
817
$397K ﹤0.01%
1,620
+43
818
$394K ﹤0.01%
1,792
+552
819
$392K ﹤0.01%
+4,649
820
$390K ﹤0.01%
1,476
+494
821
$388K ﹤0.01%
1,989
+851
822
$387K ﹤0.01%
6,007
-7
823
$384K ﹤0.01%
4,595
+898
824
$383K ﹤0.01%
6,685
+419
825
$380K ﹤0.01%
1,693
-106
31 32
33
34 35