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
126
$54.2M 0.1%
1,292,122
-27,607
127
$53.9M 0.1%
765,782
-3,654
128
$53.8M 0.1%
2,194,229
-39,550
129
$52.7M 0.1%
1,102,988
+475
130
$52.4M 0.1%
1,070,906
-29,419
131
$52.3M 0.1%
3,557,483
-35,954
132
$51M 0.1%
681,184
+1,441
133
$51M 0.1%
806,107
+10,459
134
$50.5M 0.1%
1,386,341
+521,558
135
$48.5M 0.09%
1,201,738
-16,203
136
$48M 0.09%
439,115
-25,177
137
$47.9M 0.09%
+567,580
138
$47.9M 0.09%
487,030
-76,887
139
$47.5M 0.09%
868,858
-1,099
140
$46M 0.09%
957,738
-2,272
141
$44.2M 0.08%
743,284
-191,820
142
$44M 0.08%
2,329,797
-28,640
143
$43.3M 0.08%
636,060
+501,260
144
$42.7M 0.08%
1,905,366
-25,346
145
$42.6M 0.08%
529,834
+13,339
146
$42.5M 0.08%
923,265
-4,765
147
$42.2M 0.08%
467,369
+11,860
148
$41.5M 0.08%
3,341,892
-38,300
149
$40M 0.08%
5,889,009
+7,370
150
$39.9M 0.08%
539,751
+267
4 5
6
7 8