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
876
$301K ﹤0.01%
+3,410
877
$294K ﹤0.01%
1,419
878
$293K ﹤0.01%
+2,821
879
$290K ﹤0.01%
+5,258
880
$290K ﹤0.01%
1,681
-331
881
$289K ﹤0.01%
676
+112
882
$288K ﹤0.01%
3,973
883
$285K ﹤0.01%
+2,984
884
$283K ﹤0.01%
9,235
+120
885
$281K ﹤0.01%
+3,848
886
$273K ﹤0.01%
6,895
+227
887
$272K ﹤0.01%
+5,769
888
$271K ﹤0.01%
3,646
-293
889
$271K ﹤0.01%
+5,771
890
$271K ﹤0.01%
+10,982
891
$269K ﹤0.01%
5,908
-4,713
892
$268K ﹤0.01%
+7,373
893
$268K ﹤0.01%
4,837
+465
894
$263K ﹤0.01%
592
+529
895
$262K ﹤0.01%
2,019
+19
896
$261K ﹤0.01%
+8,022
897
$258K ﹤0.01%
+2,235
898
$257K ﹤0.01%
+3,315
899
$257K ﹤0.01%
2,022
+199
900
$257K ﹤0.01%
+1,738