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
526
$380K ﹤0.01%
3,441
+346
527
$376K ﹤0.01%
+9,776
528
$361K ﹤0.01%
+2,835
529
$360K ﹤0.01%
5,659
-9,252
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
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$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%
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$298K ﹤0.01%
2,567
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$290K ﹤0.01%
6,350
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$285K ﹤0.01%
2,469
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544
$282K ﹤0.01%
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545
$278K ﹤0.01%
26,064
546
$269K ﹤0.01%
10,311
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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