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
501
$518K ﹤0.01%
8,191
+337
502
$504K ﹤0.01%
5,991
-72
503
$495K ﹤0.01%
10,776
-447
504
$491K ﹤0.01%
6,197
+32
505
$489K ﹤0.01%
9,650
-5,202
506
$486K ﹤0.01%
21,060
507
$480K ﹤0.01%
3,520
-918
508
$469K ﹤0.01%
12,236
-2,954,635
509
$464K ﹤0.01%
12,461
510
$463K ﹤0.01%
4,919
+949
511
$450K ﹤0.01%
9,237
+83
512
$436K ﹤0.01%
10,132
-1,471
513
$435K ﹤0.01%
8,886
-1,001
514
$430K ﹤0.01%
135,695
515
$429K ﹤0.01%
+16,190
516
$429K ﹤0.01%
18,073
+6,429
517
$421K ﹤0.01%
6,748
+2,081
518
$421K ﹤0.01%
5,155
-388
519
$420K ﹤0.01%
3,296
-250
520
$409K ﹤0.01%
37,867
+41
521
$400K ﹤0.01%
6,197
522
$399K ﹤0.01%
10,549
-1,172
523
$394K ﹤0.01%
4,821
-577
524
$393K ﹤0.01%
4,669
525
$387K ﹤0.01%
5,018
-887