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
301
$5.96M 0.01%
58,425
302
$5.86M 0.01%
824,592
-38,386
303
$5.86M 0.01%
459,607
-25,241
304
$5.78M 0.01%
124,392
-3,905
305
$5.64M 0.01%
119,220
306
$5.5M 0.01%
181,285
+56,272
307
$5.49M 0.01%
65,780
+11,900
308
$5.4M 0.01%
215,938
+7,500
309
$5.38M 0.01%
83,874
+37
310
$5.33M 0.01%
158,190
-4,579
311
$5.33M 0.01%
567,050
-4,189
312
$5.24M 0.01%
65,122
-132,580
313
$5.14M 0.01%
114,213
314
$5.03M 0.01%
+270,000
315
$4.97M 0.01%
171,732
316
$4.96M 0.01%
80,485
+13,978
317
$4.77M 0.01%
120,297
-30
318
$4.71M 0.01%
68,389
-8,550
319
$4.67M 0.01%
454,190
+2,500
320
$4.66M 0.01%
141,965
+83
321
$4.55M 0.01%
164,198
322
$4.52M 0.01%
246,510
323
$4.38M 0.01%
185,471
+89
324
$4.32M 0.01%
182,622
325
$4.2M 0.01%
135,710
+96