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
376
$3.19M 0.01%
218,415
-25
377
$3.17M 0.01%
39,592
-3,006
378
$3.16M 0.01%
59,958
-8,040
379
$3.16M 0.01%
293,229
380
$3.06M 0.01%
94,211
-1,500
381
$3.05M 0.01%
55,264
382
$3.04M 0.01%
124,143
383
$3.03M 0.01%
120,217
384
$3.01M 0.01%
128,866
-20
385
$2.99M 0.01%
164,838
386
$2.98M 0.01%
69,343
387
$2.97M 0.01%
110,346
-199
388
$2.96M 0.01%
26,922
-7
389
$2.96M 0.01%
122,913
390
$2.91M 0.01%
135,345
391
$2.88M 0.01%
130,721
392
$2.85M 0.01%
+52,000
393
$2.79M 0.01%
57,719
+43,595
394
$2.75M 0.01%
46,232
+16,270
395
$2.66M 0.01%
+281,396
396
$2.63M 0.01%
72,300
-1,836
397
$2.58M ﹤0.01%
139,246
-267
398
$2.58M ﹤0.01%
347,069
-32,611
399
$2.58M ﹤0.01%
164,573
400
$2.56M ﹤0.01%
70,109
-2,776
14 15
16
17 18