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
851
$342K ﹤0.01%
19,838
+7,589
852
$339K ﹤0.01%
1,366
+33
853
$339K ﹤0.01%
3,027
+675
854
$337K ﹤0.01%
+2,628
855
$334K ﹤0.01%
+1,791
856
$330K ﹤0.01%
12,536
+3,554
857
$330K ﹤0.01%
3,606
+357
858
$327K ﹤0.01%
3,875
+546
859
$324K ﹤0.01%
+1,106
860
$320K ﹤0.01%
3,375
-75
861
$319K ﹤0.01%
6,168
+2,261
862
$319K ﹤0.01%
1,585
-264
863
$318K ﹤0.01%
9,337
+2,176
864
$317K ﹤0.01%
+2,117
865
$317K ﹤0.01%
+6,661
866
$316K ﹤0.01%
14,096
+345
867
$315K ﹤0.01%
+6,929
868
$311K ﹤0.01%
+1,618
869
$311K ﹤0.01%
9,018
-943
870
$309K ﹤0.01%
8,878
871
$308K ﹤0.01%
1,308
-447
872
$308K ﹤0.01%
1,967
-281
873
$304K ﹤0.01%
8,394
-3,627
874
$304K ﹤0.01%
14,988
+466
875
$301K ﹤0.01%
4,214
+663