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
451
$1.13M ﹤0.01%
22,648
+2,405
452
$1.11M ﹤0.01%
+19,558
453
$1.08M ﹤0.01%
5,204
+976
454
$1.08M ﹤0.01%
11,402
+142
455
$1.07M ﹤0.01%
75,428
456
$1.04M ﹤0.01%
183,185
457
$1.03M ﹤0.01%
22,725
-3,286
458
$1.03M ﹤0.01%
56,700
-638
459
$1.02M ﹤0.01%
100,700
460
$1.01M ﹤0.01%
13,569
+500
461
$978K ﹤0.01%
734
-71
462
$966K ﹤0.01%
37,792
-1,681
463
$949K ﹤0.01%
24,800
-34,237
464
$948K ﹤0.01%
15,687
-11,315
465
$941K ﹤0.01%
66,148
+148
466
$935K ﹤0.01%
18,517
467
$924K ﹤0.01%
155,875
+109,250
468
$923K ﹤0.01%
95,562
+66,562
469
$903K ﹤0.01%
19,076
+36
470
$888K ﹤0.01%
164,202
471
$879K ﹤0.01%
10,363
+1,554
472
$863K ﹤0.01%
+99,212
473
$849K ﹤0.01%
11,826
+1,100
474
$828K ﹤0.01%
15,745
-1,824
475
$828K ﹤0.01%
7,240
-129
17 18
19
20 21