Ken Fisher

Ken Fisher Fisher Asset Management

AUM $293B
1-Year Est. Return 28.33%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.33%
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 +$74.5M
3 +$69.7M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$69.2M
5
BABA icon
Alibaba
BABA
+$60.9M

Top Sells

1 +$116M
2 +$109M
3 +$107M
4
JAH
JARDEN CORPORATION
JAH
+$78.2M
5
XOM icon
Exxon Mobil
XOM
+$68M

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
526
$380K ﹤0.01%
3,441
+346
527
$376K ﹤0.01%
+9,776
528
$361K ﹤0.01%
+2,835
529
$360K ﹤0.01%
11,318
-18,504
530
$357K ﹤0.01%
3,092
-45
531
$353K ﹤0.01%
2,790
-104
532
$339K ﹤0.01%
4,243
-971
533
$339K ﹤0.01%
6,631
+16
534
$327K ﹤0.01%
1,621
-227
535
$316K ﹤0.01%
3,000
-37
536
$312K ﹤0.01%
+11,144
537
$310K ﹤0.01%
4,159
-197
538
$307K ﹤0.01%
8,000
-82
539
$306K ﹤0.01%
4,500
540
$302K ﹤0.01%
7,957
-201
541
$298K ﹤0.01%
2,567
-492
542
$290K ﹤0.01%
6,350
+556
543
$285K ﹤0.01%
2,469
-582
544
$282K ﹤0.01%
1,949
+90
545
$278K ﹤0.01%
26,064
546
$269K ﹤0.01%
10,311
+69
547
$267K ﹤0.01%
12,300
548
$265K ﹤0.01%
1,391
-5,779
549
$264K ﹤0.01%
30,576
-9,567
550
$264K ﹤0.01%
3,887
+114