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
276
$8.53M 0.02%
263,865
-9,919
277
$8.47M 0.02%
707,780
278
$8.38M 0.02%
198,629
-59
279
$8.35M 0.02%
113,581
+1,800
280
$8.21M 0.02%
336,955
-4,529
281
$8.01M 0.02%
380,865
-17
282
$7.92M 0.02%
35,240
+2,335
283
$7.79M 0.01%
97,109
+1,701
284
$7.73M 0.01%
390,468
-6,189,676
285
$7.65M 0.01%
113,220
+14,588
286
$7.49M 0.01%
219,127
+17
287
$7.3M 0.01%
70,385
-17,169
288
$7.21M 0.01%
39,657
+5,703
289
$7.19M 0.01%
304,214
-7,091
290
$7.18M 0.01%
149,057
+14,730
291
$6.93M 0.01%
233,409
+11,803
292
$6.89M 0.01%
370,683
-1,985,099
293
$6.71M 0.01%
120,992
294
$6.6M 0.01%
38,841
+34,392
295
$6.52M 0.01%
56,770
-2,244
296
$6.49M 0.01%
194,022
-41,126
297
$6.4M 0.01%
123,712
+919
298
$6.22M 0.01%
300,187
-30,975
299
$6.2M 0.01%
125,239
-1,940
300
$6.07M 0.01%
125,633
-3,796