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
251
$12.4M 0.02%
320,422
-80,342
252
$12.3M 0.02%
499,584
-7,557
253
$12.3M 0.02%
949,352
-250,720
254
$12.2M 0.02%
307,194
+10,542
255
$12.1M 0.02%
725,034
+20,460
256
$12.1M 0.02%
212,478
-1,473
257
$12M 0.02%
231,582
-985
258
$11.9M 0.02%
123,419
+1,020
259
$11.3M 0.02%
1,294,553
-17,890
260
$11M 0.02%
348,255
+68,755
261
$10.8M 0.02%
128,031
-2,467
262
$10.8M 0.02%
180,946
+5,653
263
$10.7M 0.02%
131,453
-34,063
264
$10.6M 0.02%
307,224
+11,900
265
$9.91M 0.02%
407,086
-9,039
266
$9.72M 0.02%
110,647
-2,201
267
$9.72M 0.02%
329,533
-2,552
268
$9.41M 0.02%
365,457
+9,798
269
$9.4M 0.02%
209,641
-10,855
270
$9.06M 0.02%
261,665
+2,675
271
$8.95M 0.02%
655,978
-19,248
272
$8.82M 0.02%
268,452
-9,214
273
$8.79M 0.02%
113,145
274
$8.75M 0.02%
290,180
-5,345
275
$8.54M 0.02%
157,579