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
101
$401M 0.22%
9,287,399
-11,516,756
102
$401M 0.22%
3,794,202
+254,042
103
$393M 0.22%
5,886,982
-8,125,417
104
$388M 0.21%
5,942,737
+775,961
105
$386M 0.21%
3,619,798
+242,512
106
$380M 0.21%
7,738,383
-11,796,221
107
$366M 0.2%
827,699
-15,920
108
$342M 0.19%
2,830,187
-15,623
109
$321M 0.18%
3,851,763
-10,816
110
$301M 0.17%
2,806,071
-64,925
111
$297M 0.16%
8,529,386
-13,430
112
$287M 0.16%
3,262,509
-158,101
113
$272M 0.15%
2,063,549
-3,206,529
114
$272M 0.15%
8,979,934
+123,013
115
$267M 0.15%
1,809,763
+269,368
116
$266M 0.15%
3,184,228
-4,728,061
117
$260M 0.14%
3,062,686
+68,173
118
$256M 0.14%
216,464
-311
119
$255M 0.14%
3,915,993
-47,207
120
$254M 0.14%
15,802,620
+104,063
121
$251M 0.14%
4,284,333
-62,145
122
$243M 0.13%
1,489,745
-20,855
123
$243M 0.13%
18,080,424
-27,781
124
$242M 0.13%
17,513,156
-59,455
125
$239M 0.13%
3,523,108
+9,874
3 4
5
6 7