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
1001
$12.6K ﹤0.01%
516
-19
1002
$12K ﹤0.01%
1,401
1003
$11.5K ﹤0.01%
120
1004
$11.2K ﹤0.01%
239
1005
$11K ﹤0.01%
361
+17
1006
$10.9K ﹤0.01%
97
+17
1007
$10.1K ﹤0.01%
131
1008
$9.9K ﹤0.01%
170
1009
$9.78K ﹤0.01%
657
1010
$8.73K ﹤0.01%
147
1011
$8.39K ﹤0.01%
91
1012
$8.13K ﹤0.01%
+452
1013
$7.74K ﹤0.01%
461
1014
$7.5K ﹤0.01%
301
+59
1015
$7.09K ﹤0.01%
165
1016
$6.87K ﹤0.01%
76
1017
$6.63K ﹤0.01%
60
-28
1018
$6.54K ﹤0.01%
+73
1019
$6.21K ﹤0.01%
+253
1020
$6.02K ﹤0.01%
+20
1021
$5.98K ﹤0.01%
313
1022
$5.67K ﹤0.01%
33
1023
$5.15K ﹤0.01%
170
1024
$4.75K ﹤0.01%
+277
1025
$4.6K ﹤0.01%
+143