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
476
$813K ﹤0.01%
3,600
+196
477
$785K ﹤0.01%
48,981
478
$769K ﹤0.01%
12,716
-2,139
479
$764K ﹤0.01%
15,201
-225
480
$764K ﹤0.01%
+85,700
481
$759K ﹤0.01%
55,934
482
$754K ﹤0.01%
17,256
+2,231
483
$752K ﹤0.01%
7,170
+4,974
484
$745K ﹤0.01%
7,793
+110
485
$734K ﹤0.01%
20,733
-14
486
$700K ﹤0.01%
3,225
-81
487
$683K ﹤0.01%
140,191
488
$669K ﹤0.01%
15,413
-1,873
489
$657K ﹤0.01%
8,606
-4,987
490
$603K ﹤0.01%
+20,050
491
$600K ﹤0.01%
3,915
+101
492
$598K ﹤0.01%
7,343
+1,708
493
$584K ﹤0.01%
19,111
+2,053
494
$582K ﹤0.01%
8,063
+334
495
$578K ﹤0.01%
16,963
496
$550K ﹤0.01%
10,414
-341
497
$543K ﹤0.01%
17,526
-452
498
$538K ﹤0.01%
8,954
-554
499
$536K ﹤0.01%
20,783
-341,123
500
$522K ﹤0.01%
53,968