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
351
$3.5M 0.01%
176,799
352
$3.5M 0.01%
89,757
-6,459
353
$3.49M 0.01%
170,801
354
$3.44M 0.01%
56,700
355
$3.43M 0.01%
187,815
+815
356
$3.41M 0.01%
474,498
357
$3.4M 0.01%
74,272
+5,918
358
$3.39M 0.01%
23,365
-2,917
359
$3.39M 0.01%
147,281
+6
360
$3.38M 0.01%
122,517
361
$3.37M 0.01%
298,816
362
$3.35M 0.01%
107,835
-4,725
363
$3.34M 0.01%
187,116
364
$3.33M 0.01%
203,450
365
$3.29M 0.01%
754,377
+18,053
366
$3.28M 0.01%
169,441
367
$3.27M 0.01%
+31,000
368
$3.27M 0.01%
176,589
+13,205
369
$3.26M 0.01%
93,909
370
$3.26M 0.01%
151,587
+12,503
371
$3.26M 0.01%
118,689
372
$3.25M 0.01%
226,997
373
$3.21M 0.01%
142,189
+103
374
$3.21M 0.01%
94,099
+26,100
375
$3.2M 0.01%
74,431