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
976
$55.3K ﹤0.01%
1,221
-13
977
$46K ﹤0.01%
+12,000
978
$45.8K ﹤0.01%
600
979
$42K ﹤0.01%
1,419
-20,504
980
$40.4K ﹤0.01%
696
981
$40K ﹤0.01%
2,245
+157
982
$36.5K ﹤0.01%
2,490
-458,097
983
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13,066
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984
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871
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285
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840
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57
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276
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$16.4K ﹤0.01%
224
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$15.4K ﹤0.01%
2,529
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$15.1K ﹤0.01%
359
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$14K ﹤0.01%
+355
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$13.5K ﹤0.01%
256
-59
999
$12.9K ﹤0.01%
638
+31
1000
$12.6K ﹤0.01%
503