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
401
$2.51M ﹤0.01%
66,173
-1,050
402
$2.49M ﹤0.01%
50,400
+100
403
$2.45M ﹤0.01%
54,970
+975
404
$2.38M ﹤0.01%
302,312
405
$2.37M ﹤0.01%
166,421
-2,233
406
$2.3M ﹤0.01%
122,797
+5,082
407
$2.29M ﹤0.01%
75,142
-290
408
$2.27M ﹤0.01%
107,900
409
$2.26M ﹤0.01%
38,097
-15
410
$2.24M ﹤0.01%
+244,225
411
$2.22M ﹤0.01%
142,037
+107,539
412
$2.19M ﹤0.01%
106,485
-4,301
413
$2.12M ﹤0.01%
61,880
414
$2.11M ﹤0.01%
155,990
-36
415
$2.09M ﹤0.01%
192,361
+144,466
416
$2.06M ﹤0.01%
322,171
417
$2.05M ﹤0.01%
243,211
418
$2M ﹤0.01%
65,884
419
$2M ﹤0.01%
23,858
+351
420
$1.96M ﹤0.01%
67,344
-1,376
421
$1.95M ﹤0.01%
168,727
-21,854
422
$1.93M ﹤0.01%
80,300
423
$1.86M ﹤0.01%
40,405
-4,878
424
$1.85M ﹤0.01%
84,735
-10,422
425
$1.81M ﹤0.01%
65,768
-4,808