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 Fund
S&P 500
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
176
$104M 0.06%
1,166,353
+13,205
177
$101M 0.06%
1,685,312
+874
178
$96.8M 0.05%
2,854,368
+6,011
179
$95.5M 0.05%
2,476,460
+75,372
180
$95.4M 0.05%
203,267
-326
181
$90.7M 0.05%
3,084,844
+15,792
182
$88.9M 0.05%
412,845
+35,731
183
$87.1M 0.05%
863,530
+19,342
184
$87.1M 0.05%
2,958,644
+142,448
185
$86M 0.05%
24,858,430
+268,033
186
$85.1M 0.05%
996,882
+8,801
187
$85.1M 0.05%
1,760,292
-2,675,469
188
$84.9M 0.05%
1,569,151
-101,222
189
$82.8M 0.05%
2,511,249
-2,981,976
190
$82.4M 0.05%
840,736
+51,252
191
$80.6M 0.04%
888,256
+56,900
192
$78.7M 0.04%
1,106,715
+8,483
193
$76.9M 0.04%
902,744
+3,916
194
$76.1M 0.04%
2,433,020
+142,805
195
$74.8M 0.04%
256,860
+2,499
196
$74.7M 0.04%
2,630,924
+18,811
197
$73.8M 0.04%
197,020
+854
198
$73.3M 0.04%
1,502,851
+7,159
199
$70.7M 0.04%
459,618
+1,874
200
$70.6M 0.04%
1,924,223
+463
6 7
8
9 10