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
826
$379K ﹤0.01%
1,266
+224
827
$379K ﹤0.01%
2,126
+181
828
$379K ﹤0.01%
2,182
+599
829
$375K ﹤0.01%
12,406
830
$375K ﹤0.01%
1,500
+525
831
$373K ﹤0.01%
10,649
+2,071
832
$372K ﹤0.01%
+21,570
833
$371K ﹤0.01%
4,068
-179
834
$368K ﹤0.01%
8,242
835
$365K ﹤0.01%
2,327
+46
836
$361K ﹤0.01%
4,261
+14
837
$358K ﹤0.01%
9,038
-240
838
$358K ﹤0.01%
4,409
-852
839
$358K ﹤0.01%
+2,876
840
$357K ﹤0.01%
+16,206
841
$357K ﹤0.01%
935
-328
842
$354K ﹤0.01%
13,982
+398
843
$353K ﹤0.01%
2,614
-1,251
844
$351K ﹤0.01%
+18,276
845
$351K ﹤0.01%
+2,443
846
$347K ﹤0.01%
+3,974
847
$345K ﹤0.01%
+15,772
848
$345K ﹤0.01%
+5,973
849
$344K ﹤0.01%
5,400
+990
850
$343K ﹤0.01%
+7,430