Ken Fisher

Ken Fisher Fisher Asset Management

AUM $293B
1-Year Est. Return 28.33%
 

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
+28.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$52.6B
AUM Growth
+$719M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
845
New
Increased
Reduced
Closed

Top Buys

1 +$125M
2 +$74.5M
3 +$69.7M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$69.2M
5
BABA icon
Alibaba
BABA
+$60.9M

Top Sells

1 +$116M
2 +$109M
3 +$107M
4
JAH
JARDEN CORPORATION
JAH
+$78.2M
5
XOM icon
Exxon Mobil
XOM
+$68M

Sector Composition

1 Financials 17.96%
2 Healthcare 14.07%
3 Technology 13.49%
4 Consumer Discretionary 8.15%
5 Industrials 6.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$17.7M 0.03%
276,014
+9,066
227
$17.5M 0.03%
664,017
-1,207
228
$17.5M 0.03%
345,047
+12,455
229
$16.8M 0.03%
219,741
+34,704
230
$16.8M 0.03%
386,330
-375
231
$16.6M 0.03%
195,257
+36,487
232
$16.2M 0.03%
6,664,613
+1,483,573
233
$16M 0.03%
562,845
+24,045
234
$15.9M 0.03%
149,611
+1,550
235
$15.9M 0.03%
429,622
-23,863
236
$15.2M 0.03%
258,311
+3,171
237
$15.1M 0.03%
229,266
-10,525
238
$15M 0.03%
508,007
+15,766
239
$15M 0.03%
144,487
-959
240
$14.8M 0.03%
531,000
-23,000
241
$14.6M 0.03%
142,324
+20,016
242
$14.5M 0.03%
372,456
-2,960
243
$14.5M 0.03%
879,776
+397,881
244
$14.2M 0.03%
121,715
-1,920
245
$14M 0.03%
241,010
+5,041
246
$13.3M 0.03%
238,512
-12,912
247
$13.2M 0.03%
416,364
-7,538
248
$12.9M 0.02%
454,518
+103,801
249
$12.7M 0.02%
859,360
-8,000
250
$12.6M 0.02%
630,219
+307,325