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
1
$10.2B 5.66%
52,756,221
+1,032,459
2
$8.32B 4.6%
24,417,538
+411,431
3
$5.3B 2.93%
40,677,837
+595,088
4
$5.11B 2.83%
42,716,764
+923,987
5
$5.04B 2.79%
63,832,208
+4,480,428
6
$3.64B 2.01%
86,086,300
-9,856,950
7
$3.47B 1.92%
4,781,667
+92,301
8
$3.07B 1.7%
26,969,951
+659,589
9
$2.98B 1.65%
29,557,819
+4,168,200
10
$2.93B 1.62%
13,889,156
+376,989
11
$2.65B 1.47%
8,538,103
+142,632
12
$2.35B 1.3%
4,811,178
+200,187
13
$2.21B 1.22%
18,534,257
+648,127
14
$2.19B 1.21%
54,829,199
+932,329
15
$2.03B 1.12%
8,544,112
+152,628
16
$2.01B 1.11%
11,522,054
-1,290,801
17
$1.99B 1.1%
4,237,042
+141,541
18
$1.9B 1.05%
7,724,306
+201,384
19
$1.81B 1%
28,122,750
+1,115,530
20
$1.76B 0.97%
39,908,320
+805,890
21
$1.7B 0.94%
19,915,928
+592,284
22
$1.7B 0.94%
19,566,680
+7,623,560
23
$1.67B 0.93%
5,191,754
+142,047
24
$1.64B 0.9%
15,121,290
-12,275
25
$1.52B 0.84%
4,443,623
+57,524
1
2 3 4 5