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
1051
$1.98K ﹤0.01%
+89
1052
$1.97K ﹤0.01%
+109
1053
$1.96K ﹤0.01%
+21
1054
$1.91K ﹤0.01%
+45
1055
$1.84K ﹤0.01%
+38
1056
$1.76K ﹤0.01%
273
1057
$1.72K ﹤0.01%
32
1058
$1.69K ﹤0.01%
138
1059
$1.47K ﹤0.01%
34
1060
$1.15K ﹤0.01%
42
1061
$1.11K ﹤0.01%
232
1062
$1.11K ﹤0.01%
32
1063
$722 ﹤0.01%
19
1064
$451 ﹤0.01%
4
1065
$235 ﹤0.01%
18
1066
-181
1067
-3,813
1068
-191
1069
-189
1070
-29,581
1071
-2,863
1072
-1,486
1073
-29
1074
-13,482
1075
-3,247