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
151
$140M 0.08%
428,479
+91,723
152
$138M 0.08%
1,425,451
+19,173
153
$134M 0.07%
7,992,483
+2,447
154
$133M 0.07%
1,830,043
+387,171
155
$133M 0.07%
3,797,757
-20,200
156
$132M 0.07%
3,535,706
+126,664
157
$131M 0.07%
1,754,983
+132,623
158
$130M 0.07%
1,192,326
+42,169
159
$129M 0.07%
2,283,342
+27,088
160
$129M 0.07%
10,613,168
+460,937
161
$128M 0.07%
2,146,195
+7,051
162
$128M 0.07%
625,172
-19,808
163
$127M 0.07%
1,834,029
-10,082
164
$127M 0.07%
5,458,959
-138,114
165
$125M 0.07%
1,075,917
+9,719
166
$125M 0.07%
2,090,173
+274,218
167
$121M 0.07%
609,995
+3,793
168
$116M 0.06%
402,624
+33,904
169
$115M 0.06%
21,357,725
+930,942
170
$113M 0.06%
708,355
+4,195
171
$112M 0.06%
1,800,700
+112,200
172
$108M 0.06%
966,690
+27,569
173
$108M 0.06%
1,617,707
+5,212
174
$107M 0.06%
4,626,722
-3,576,006
175
$105M 0.06%
1,266,135
+3,576
5 6
7
8 9