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
26
$617M 1.17%
19,626,487
+24,565
27
$603M 1.15%
43,096,188
+3,925
28
$593M 1.13%
13,546,950
+130,730
29
$577M 1.1%
4,833,445
+123,871
30
$557M 1.06%
5,362,933
+21,568
31
$540M 1.03%
12,019,747
-10,396
32
$528M 1%
17,230,897
+780,935
33
$500M 0.95%
31,774,336
+1,043,312
34
$500M 0.95%
9,326,284
+100,946
35
$488M 0.93%
9,556,732
+183,750
36
$484M 0.92%
30,279,797
+1,179,237
37
$478M 0.91%
6,090,612
+19,258
38
$478M 0.91%
10,365,441
-18,323
39
$476M 0.9%
7,016,402
+109,597
40
$466M 0.89%
11,370,611
-44,499
41
$452M 0.86%
45,202,262
+1,389,854
42
$448M 0.85%
9,322,291
+482,966
43
$430M 0.82%
15,398,072
-87,817
44
$415M 0.79%
14,591,786
+1,782,294
45
$403M 0.77%
3,849,632
+1,190,069
46
$385M 0.73%
4,536,482
-849,650
47
$376M 0.71%
7,019,750
-129,779
48
$361M 0.69%
9,525,300
-541,880
49
$355M 0.67%
3,244,398
+142,677
50
$354M 0.67%
3,637,927
+851,977