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
151
$39.6M 0.08%
2,245,498
-75,394
152
$38.9M 0.07%
2,550,134
-45,904
153
$38M 0.07%
+341,235
154
$37.8M 0.07%
736,317
-12,666
155
$37.7M 0.07%
269,075
-5,559
156
$37.4M 0.07%
763,032
+5,565
157
$37.3M 0.07%
7,764,766
+1,311,606
158
$37.3M 0.07%
235,381
-32,581
159
$36.8M 0.07%
689,419
-12,342
160
$36.4M 0.07%
1,089,790
-14,600
161
$36.1M 0.07%
537,672
-1,516
162
$35.9M 0.07%
1,055,058
-1,035
163
$35.5M 0.07%
+303,124
164
$35.4M 0.07%
1,733,089
-5,518
165
$34.6M 0.07%
971,756
+207,044
166
$34.6M 0.07%
1,802,323
-26,275
167
$34M 0.06%
265,942
+49,996
168
$33.4M 0.06%
655,760
-5,860
169
$33.2M 0.06%
828,794
-1,181
170
$32.8M 0.06%
1,823,519
+3,993
171
$31.3M 0.06%
802,653
-2,714
172
$30.6M 0.06%
289,771
-77,495
173
$30.5M 0.06%
2,293,386
-757
174
$30.3M 0.06%
751,222
+733
175
$30.3M 0.06%
1,175,831
-78,756
5 6
7
8 9