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
201
$70.3M 0.04%
418,886
-3,563
202
$70.1M 0.04%
1,784,123
+41,824
203
$69.9M 0.04%
510,661
+5,780
204
$68.5M 0.04%
213,361
-36,720
205
$68.2M 0.04%
1,069,131
+79,752
206
$67.5M 0.04%
2,108,181
+9,383
207
$65.9M 0.04%
1,639,780
+4,400
208
$64M 0.04%
627,067
-14,270
209
$63.6M 0.04%
1,692,767
-21,800
210
$63.6M 0.04%
1,026,918
+33,788
211
$63.5M 0.04%
2,331,812
+75,495
212
$61.1M 0.03%
3,078,369
+13,315
213
$58.3M 0.03%
4,260,818
-5,266
214
$56.8M 0.03%
7,200,372
+986,258
215
$55M 0.03%
508,742
+6,076
216
$54.8M 0.03%
924,130
+26,961
217
$54.3M 0.03%
501,980
-4,370
218
$54.2M 0.03%
3,223,116
+137,659
219
$54.1M 0.03%
6,053,936
+12,228
220
$53.5M 0.03%
1,014,269
+5,133
221
$51.9M 0.03%
1,111,869
+9,239
222
$51M 0.03%
2,001,235
+1,194
223
$50.5M 0.03%
799,381
+5,310
224
$50.4M 0.03%
3,900,949
+14,424
225
$50.2M 0.03%
2,454,375
+67,633
7 8
9
10 11