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
1026
$4.08K ﹤0.01%
+116
1027
$3.67K ﹤0.01%
57
1028
$3.49K ﹤0.01%
176
1029
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10
1030
$3.15K ﹤0.01%
147
1031
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56
1032
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+1,163
1033
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99
1034
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299
1035
$2.57K ﹤0.01%
+861
1036
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25
1037
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164
1038
$2.4K ﹤0.01%
61
1039
$2.36K ﹤0.01%
333
1040
$2.26K ﹤0.01%
54
1041
$2.21K ﹤0.01%
78
1042
$2.14K ﹤0.01%
+108
1043
$2.12K ﹤0.01%
+111
1044
$2.07K ﹤0.01%
+66
1045
$2.02K ﹤0.01%
+121
1046
$2.02K ﹤0.01%
+36
1047
$2.01K ﹤0.01%
+194
1048
$2.01K ﹤0.01%
+14
1049
$2K ﹤0.01%
+44
1050
$1.98K ﹤0.01%
102