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
$52.6B
AUM Growth
+$719M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
845
New
Increased
Reduced
Closed

Top Buys

1 +$125M
2 +$82.8M
3 +$72M
4
BF
BASF AKTIENGESELLT ADS(RP1 ORD
BF
+$69.7M
5
BABA icon
Alibaba
BABA
+$68.4M

Top Sells

1 +$122M
2 +$116M
3 +$113M
4
JAH
JARDEN CORPORATION
JAH
+$86.2M
5
XOM icon
Exxon Mobil
XOM
+$72.2M

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
326
$4.19M 0.01%
435,066
+6,696
327
$4.18M 0.01%
46,506
+4,120
328
$4.17M 0.01%
239,587
329
$4.08M 0.01%
83,466
+4,516
330
$4.06M 0.01%
38,184
+1,038
331
$4.03M 0.01%
121,933
332
$3.98M 0.01%
128,628
333
$3.96M 0.01%
317,173
-18,825
334
$3.96M 0.01%
114,959
-2,531
335
$3.93M 0.01%
128,768
336
$3.89M 0.01%
110,360
337
$3.89M 0.01%
74,724
+5,409
338
$3.88M 0.01%
43,898
+249
339
$3.83M 0.01%
41,176
340
$3.83M 0.01%
206,650
341
$3.79M 0.01%
54,064
-109
342
$3.7M 0.01%
284,879
343
$3.68M 0.01%
75,969
-37
344
$3.67M 0.01%
63,787
+55,507
345
$3.66M 0.01%
185,797
+14,810
346
$3.64M 0.01%
551,730
-997
347
$3.6M 0.01%
+99,000
348
$3.52M 0.01%
276,472
349
$3.52M 0.01%
107,492
350
$3.5M 0.01%
89,783
+8