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
126
$236M 0.13%
1,219,363
+30,800
127
$221M 0.12%
1,852,708
+15,335
128
$220M 0.12%
3,571,518
+201,285
129
$211M 0.12%
6,044,580
+321,390
130
$208M 0.11%
3,839,235
+51,352
131
$197M 0.11%
4,258,349
-68,413
132
$195M 0.11%
4,435,783
+78,981
133
$192M 0.11%
4,162,661
+167,835
134
$190M 0.1%
536,004
-3,320
135
$189M 0.1%
833,564
+24,910
136
$188M 0.1%
4,654,492
+146,198
137
$180M 0.1%
547,503
+88,434
138
$167M 0.09%
21,383,032
-432,410
139
$163M 0.09%
1,271,910
-44,133
140
$155M 0.09%
2,173,946
+4,360
141
$152M 0.08%
2,002,934
-40,631
142
$151M 0.08%
890,528
-14,857
143
$150M 0.08%
3,273,710
+225,011
144
$149M 0.08%
727,829
+43,487
145
$149M 0.08%
4,355,516
-260,921
146
$144M 0.08%
639,200
-7,413
147
$144M 0.08%
368,527
+115,535
148
$142M 0.08%
16,899,943
-398,051
149
$141M 0.08%
1,142,934
-1,946
150
$140M 0.08%
2,708,220
+14,884
4 5
6
7 8