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
101
$70.6M 0.13%
10,512,579
+439,251
102
$69.7M 0.13%
1,839,943
+290,017
103
$67.8M 0.13%
+2,269,246
104
$66.3M 0.13%
3,431,358
+4,272
105
$65.4M 0.12%
1,091,394
+5,262
106
$64.3M 0.12%
2,910,943
-32,033
107
$63.6M 0.12%
695,350
-11,570
108
$63.4M 0.12%
3,091,076
+1,061,976
109
$63.4M 0.12%
636,577
-16,223
110
$62.1M 0.12%
1,319,134
+3,325
111
$62M 0.12%
344,723
+57,532
112
$61.7M 0.12%
1,856,828
+715,444
113
$61.7M 0.12%
4,076,949
+508
114
$60.9M 0.12%
2,419,868
-60,195
115
$60.7M 0.12%
3,053,092
-80,542
116
$60.4M 0.11%
678,185
-15,863
117
$60.3M 0.11%
8,924,136
-867
118
$59.9M 0.11%
508,462
-3,100
119
$57.9M 0.11%
638,742
-357
120
$56.4M 0.11%
4,648,207
-17,394
121
$56.2M 0.11%
2,499,838
-37,892
122
$55.7M 0.11%
1,406,658
-14,178
123
$55.1M 0.1%
1,306,243
-19,062
124
$55M 0.1%
562,026
+57
125
$54.7M 0.1%
2,125,263
-26,871
3 4
5
6 7