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
76
$717M 0.4%
9,660,564
+146,499
77
$711M 0.39%
6,630,581
+5,312,432
78
$698M 0.39%
12,955,969
-394,643
79
$659M 0.36%
2,635,255
+257,959
80
$639M 0.35%
8,931,191
+181,126
81
$624M 0.34%
12,549,566
+1,054,884
82
$622M 0.34%
17,632,788
+652,501
83
$618M 0.34%
4,278,079
+112,860
84
$580M 0.32%
6,495,586
+690,734
85
$579M 0.32%
2,360,889
+114,424
86
$573M 0.32%
154,508,143
+5,295,041
87
$567M 0.31%
1,391,186
+57,998
88
$565M 0.31%
3,711,774
+105,722
89
$555M 0.31%
9,791,463
+145,739
90
$555M 0.31%
9,565,133
+330,628
91
$544M 0.3%
4,773,166
+108,193
92
$504M 0.28%
27,968,865
+1,484,850
93
$493M 0.27%
13,821,830
+547,165
94
$482M 0.27%
9,246,985
+795,689
95
$444M 0.25%
1,096,332
+128,793
96
$434M 0.24%
2,267,133
+282,372
97
$429M 0.24%
3,157,274
-1,652,656
98
$408M 0.23%
6,564,656
+404,029
99
$408M 0.23%
53,069,253
-572,240
100
$406M 0.22%
4,847,614
+98,732
2 3
4
5 6