Ken Fisher

Ken Fisher Fisher Asset Management

AUM $293B
1-Year Est. Return 28.33%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.33%
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 +$821M
2 +$757M
3 +$646M
4
XOM icon
Exxon Mobil
XOM
+$580M
5
AVGO icon
Broadcom
AVGO
+$544M

Top Sells

1 +$700M
2 +$562M
3 +$554M
4
TGT icon
Target
TGT
+$476M
5
UBER icon
Uber
UBER
+$428M

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
1101
-624
1102
-109
1103
-311
1104
-16,000
1105
-147
1106
-4,150
1107
-34
1108
-1,243
1109
-381
1110
-6,416
1111
-41,285
1112
-1,977
1113
-1,629
1114
-279
1115
-804
1116
-82
1117
-56
1118
-54,889
1119
-148
1120
-82,000
1121
-30,000