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
$77B
AUM Growth
+$1.62B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
924
New
Increased
Reduced
Closed

Top Buys

1 +$294M
2 +$274M
3 +$257M
4
FCX icon
Freeport-McMoran
FCX
+$250M
5
RIO icon
Rio Tinto
RIO
+$228M

Sector Composition

1 Financials 15.36%
2 Technology 15.02%
3 Healthcare 11.86%
4 Consumer Discretionary 9.2%
5 Consumer Staples 5.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$27.5M 0.04%
149,006
+2,942
227
$27.1M 0.04%
296,472
-42,128
228
$26.7M 0.03%
569,312
-8,144
229
$26.6M 0.03%
528,548
+2,922
230
$26.3M 0.03%
960,868
-8,924
231
$25.8M 0.03%
377,038
-100,811
232
$25.6M 0.03%
322,086
+12,743
233
$25.1M 0.03%
503,454
-52,859
234
$25M 0.03%
409,453
+5,296
235
$24.5M 0.03%
558,855
+9,586
236
$24.5M 0.03%
415,396
-16,076
237
$24M 0.03%
280,357
-16,420
238
$24M 0.03%
+1,461,104
239
$23.7M 0.03%
144,307
-5,577
240
$23.7M 0.03%
180,594
-12,512
241
$23.3M 0.03%
1,166,629
242
$23M 0.03%
510,180
+53,522
243
$22.9M 0.03%
625,771
-26,043
244
$22.7M 0.03%
432,918
-17,644
245
$22.3M 0.03%
+631,019
246
$22.3M 0.03%
302,443
+9,280
247
$22.3M 0.03%
65,036
-5,098
248
$21.8M 0.03%
224,977
-90,353
249
$21.8M 0.03%
+1,382,337
250
$21.6M 0.03%
341,360
-13,373