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
551
$254K ﹤0.01%
9,857
-2,444
552
$253K ﹤0.01%
1,284
-19
553
$251K ﹤0.01%
3,218
+226
554
$250K ﹤0.01%
17,040
-768
555
$249K ﹤0.01%
613
-2
556
$248K ﹤0.01%
+5,117
557
$246K ﹤0.01%
10,747
558
$239K ﹤0.01%
1,642
-225
559
$235K ﹤0.01%
1,510
-1,373
560
$234K ﹤0.01%
9,915
-236
561
$234K ﹤0.01%
5,696
562
$234K ﹤0.01%
+3,977
563
$228K ﹤0.01%
3,786
-992
564
$226K ﹤0.01%
35,270
565
$222K ﹤0.01%
7,017
-3,293
566
$221K ﹤0.01%
2,496
+16
567
$219K ﹤0.01%
25,079
+2,337
568
$218K ﹤0.01%
2,465
-228
569
$217K ﹤0.01%
+6,374
570
$216K ﹤0.01%
5,967
-1,469
571
$216K ﹤0.01%
6,576
+112
572
$214K ﹤0.01%
2,119
-1,017
573
$211K ﹤0.01%
+2,160
574
$210K ﹤0.01%
3,444
-53
575
$205K ﹤0.01%
1,235
-473