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
51
$337M 0.64%
2,743,710
-135,147
52
$331M 0.63%
84,272,015
-1,621,203
53
$326M 0.62%
4,273,670
+39,470
54
$283M 0.54%
3,053,922
+138,996
55
$273M 0.52%
8,788,661
+442,962
56
$245M 0.46%
3,172,055
+904,117
57
$243M 0.46%
3,081,224
+865,706
58
$241M 0.46%
4,857,323
+96,345
59
$221M 0.42%
23,876,725
+1,351,945
60
$212M 0.4%
2,574,719
+182,989
61
$205M 0.39%
1,477,159
-13,100
62
$205M 0.39%
1,059,188
+58,760
63
$204M 0.39%
23,059,617
+1,721,414
64
$176M 0.33%
1,615,974
+207,215
65
$170M 0.32%
1,226,662
+60,871
66
$156M 0.3%
2,336,981
-18,475
67
$150M 0.28%
10,069,910
+98,723
68
$147M 0.28%
26,494,985
+9,056,769
69
$133M 0.25%
4,880,823
-89,483
70
$132M 0.25%
1,746,388
+274,271
71
$118M 0.23%
22,174,981
+3,307,992
72
$115M 0.22%
1,613,920
-2,693
73
$106M 0.2%
1,478,339
+8,050
74
$104M 0.2%
4,129,003
+173,244
75
$103M 0.2%
6,732,131
+2,362,936
1 2
3
4 5