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
201
$23.6M 0.04%
400,383
-1,461,829
202
$23.5M 0.04%
662,701
+385,058
203
$23.5M 0.04%
404,781
-1,829
204
$23.3M 0.04%
845,329
+1,800
205
$22.5M 0.04%
692,880
-3,489
206
$22.3M 0.04%
709,964
+13,123
207
$22M 0.04%
376,535
-562
208
$21.8M 0.04%
+212,447
209
$21.6M 0.04%
225,925
+5,411
210
$21.3M 0.04%
198,160
-47,300
211
$21M 0.04%
+174,776
212
$20.9M 0.04%
298,675
+5,134
213
$20.9M 0.04%
188,645
+4,974
214
$20.9M 0.04%
357,193
-4,515
215
$20.7M 0.04%
318,396
-597
216
$19.9M 0.04%
770,268
+259,096
217
$19.7M 0.04%
702,768
-12,475
218
$19.3M 0.04%
399,776
-7,505
219
$19.2M 0.04%
835,236
+79,926
220
$18.9M 0.04%
133,958
-3,547
221
$18.9M 0.04%
1,285,083
+6,500
222
$18.4M 0.04%
313,771
-9,377
223
$18.3M 0.03%
589,433
-5,841
224
$18.1M 0.03%
457,742
225
$18M 0.03%
112,693
-23,707