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
901
$253K ﹤0.01%
+1,038
902
$252K ﹤0.01%
1,349
+89
903
$251K ﹤0.01%
+3,323
904
$250K ﹤0.01%
1,233
-106
905
$250K ﹤0.01%
6,127
+929
906
$248K ﹤0.01%
+2,385
907
$246K ﹤0.01%
+4,321
908
$245K ﹤0.01%
5,745
+5,408
909
$245K ﹤0.01%
3,964
+604
910
$244K ﹤0.01%
+9,684
911
$244K ﹤0.01%
+1,232
912
$243K ﹤0.01%
11,493
913
$241K ﹤0.01%
+6,089
914
$240K ﹤0.01%
+1,416
915
$240K ﹤0.01%
+5,400
916
$240K ﹤0.01%
+4,371
917
$238K ﹤0.01%
3,761
+36
918
$233K ﹤0.01%
+11,368
919
$232K ﹤0.01%
826
+807
920
$231K ﹤0.01%
+4,750
921
$231K ﹤0.01%
+2,874
922
$227K ﹤0.01%
+3,059
923
$226K ﹤0.01%
8,659
+65
924
$224K ﹤0.01%
+3,470
925
$223K ﹤0.01%
993
-145