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
926
$223K ﹤0.01%
16,068
927
$222K ﹤0.01%
+35
928
$217K ﹤0.01%
460
+46
929
$216K ﹤0.01%
2,972
+134
930
$213K ﹤0.01%
477
+20
931
$213K ﹤0.01%
+2,116
932
$213K ﹤0.01%
+6,008
933
$213K ﹤0.01%
+3,614
934
$212K ﹤0.01%
+7,504
935
$212K ﹤0.01%
1,504
-117
936
$212K ﹤0.01%
+4,418
937
$211K ﹤0.01%
+1,311
938
$211K ﹤0.01%
+868
939
$211K ﹤0.01%
+8,548
940
$208K ﹤0.01%
2,484
-105
941
$208K ﹤0.01%
+6,027
942
$207K ﹤0.01%
882
-1,642
943
$207K ﹤0.01%
11,002
-10,925
944
$205K ﹤0.01%
+4,259
945
$205K ﹤0.01%
+7,270
946
$200K ﹤0.01%
177,031
947
$197K ﹤0.01%
13,883
+578
948
$194K ﹤0.01%
12,389
+200
949
$194K ﹤0.01%
1,376
950
$192K ﹤0.01%
16,897
+324