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
76
$103M 0.2%
3,943,585
+670,217
77
$99.7M 0.19%
2,854,692
-6,916
78
$95.8M 0.18%
1,267,394
-13,150
79
$94.3M 0.18%
2,541,367
-16,749
80
$92.3M 0.18%
13,713,338
+1,234,450
81
$87.6M 0.17%
1,228,363
-11,790
82
$84.9M 0.16%
1,273,756
-6,349
83
$84.4M 0.16%
1,570,560
-17,884
84
$83.7M 0.16%
2,417,325
+210,070
85
$83M 0.16%
1,469,457
+110,477
86
$82.8M 0.16%
2,145,091
-14,578
87
$82.3M 0.16%
2,290,258
-7,423
88
$81.2M 0.15%
756,370
+3,753
89
$79.4M 0.15%
1,786,376
-13,898
90
$79.2M 0.15%
879,827
-2,432
91
$78.8M 0.15%
4,800,192
-72,668
92
$78.5M 0.15%
2,232,453
-27,786
93
$76.6M 0.15%
3,005,763
+900,605
94
$76.3M 0.15%
1,711,990
-793
95
$75.6M 0.14%
549,268
-321
96
$74.2M 0.14%
2,337,305
-10,807
97
$74.2M 0.14%
3,284,638
+1,555,896
98
$72.8M 0.14%
4,053,310
+12,564
99
$71.6M 0.14%
1,410,780
+7,182
100
$71.4M 0.14%
3,998,602
+375,897
2 3
4
5 6