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
576
$203K ﹤0.01%
8,473
-4,721
577
$202K ﹤0.01%
+2,036
578
$192K ﹤0.01%
36,000
579
$180K ﹤0.01%
17,768
-44,836
580
$175K ﹤0.01%
+11,200
581
$161K ﹤0.01%
12,880
-25,078
582
$130K ﹤0.01%
20,698
-35,309
583
$105K ﹤0.01%
+2,514
584
$101K ﹤0.01%
25,336
585
$79K ﹤0.01%
2,014
-710
586
$78K ﹤0.01%
15,208
+414
587
$75K ﹤0.01%
12,268
-2,837
588
$36K ﹤0.01%
1,206
589
$29K ﹤0.01%
1
590
$18K ﹤0.01%
14,000
+3,000
591
$17K ﹤0.01%
11,329
592
$5K ﹤0.01%
+47
593
-24,682
594
-20,340
595
-1,226,974
596
-6,087
597
-3,605
598
-50,823
599
-158,104
600
-20,363