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
176
$30M 0.06%
423,543
+3,230
177
$29.4M 0.06%
1,462,785
+32,415
178
$29M 0.06%
710,415
-4,925
179
$28.9M 0.05%
321,760
+231
180
$28.9M 0.05%
220,199
-4,063
181
$28.8M 0.05%
2,107,895
-8,076
182
$28.1M 0.05%
256,520
-54,662
183
$28.1M 0.05%
462,716
-20,791
184
$27.5M 0.05%
248,784
-52,937
185
$27.4M 0.05%
227,419
+16,890
186
$27.2M 0.05%
548,150
-6,215
187
$27.1M 0.05%
454,978
-12,248
188
$27.1M 0.05%
75,737
-4,324
189
$26.7M 0.05%
375,624
-89,109
190
$26.3M 0.05%
737,993
+44,660
191
$25.5M 0.05%
520,486
+15,516
192
$25.5M 0.05%
1,039,803
+308,235
193
$25.4M 0.05%
662,634
-30,755
194
$25.4M 0.05%
290,171
-7,115
195
$24.9M 0.05%
1,030,035
-7,885
196
$24.3M 0.05%
90,405
-20,070
197
$24.2M 0.05%
250,623
+4,121
198
$24.2M 0.05%
208,369
-5,115
199
$24.1M 0.05%
586,864
-100,740
200
$23.9M 0.05%
1,624,360
+49,920