Ken Fisher

Ken Fisher Fisher Asset Management

AUM $252B
1-Year Return 19.67%
 

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 Return
1 Year Return
+19.67%
3 Year Return
5 Year Return
10 Year 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
1
$1.58B 2.99%
13,174,823
+601,886
2
$1.57B 2.98%
50,062,040
+110,100
3
$1.34B 2.55%
10,953,685
-4,349
4
$1.24B 2.36%
45,261,008
+155,052
5
$1.2B 2.27%
10,854,263
+38,299
6
$1.18B 2.25%
14,787,793
-909
7
$1.14B 2.17%
8,459,555
-6,623
8
$1.03B 1.96%
33,460,440
-620,036
9
$1.01B 1.93%
18,220,618
+1,457
10
$967M 1.84%
6,500,522
-14,928
11
$922M 1.75%
19,102,039
+110,621
12
$876M 1.66%
13,308,703
+188,081
13
$866M 1.65%
14,000,265
+11,906
14
$852M 1.62%
8,645,687
+30,396
15
$814M 1.55%
6,392,201
-156,568
16
$801M 1.52%
5,583,718
-7,416
17
$768M 1.46%
24,781,684
-38,354
18
$759M 1.44%
19,465,840
+485,560
19
$735M 1.4%
11,829,092
+100,569
20
$715M 1.36%
28,097,838
-77,998
21
$668M 1.27%
5,291,949
+425,253
22
$659M 1.25%
8,002,244
+57,250
23
$639M 1.21%
7,167,768
-197,578
24
$627M 1.19%
22,357,618
-537,208
25
$623M 1.18%
4,884,871
+305,760