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
$82.4B
AUM Growth
+$5.35B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
943
New
Increased
Reduced
Closed

Top Buys

1 +$1.01B
2 +$353M
3 +$300M
4
RIO icon
Rio Tinto
RIO
+$264M
5
VALE icon
Vale
VALE
+$264M

Top Sells

1 +$638M
2 +$441M
3 +$257M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$189M
5
VOD icon
Vodafone
VOD
+$153M

Sector Composition

1 Technology 16.26%
2 Financials 13.72%
3 Healthcare 11.39%
4 Consumer Discretionary 8.65%
5 Energy 5.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$31.1M 0.04%
1,887,915
+116,215
227
$31.1M 0.04%
149,832
+826
228
$30.4M 0.04%
245,378
+82,378
229
$30.3M 0.04%
416,354
-87,100
230
$29.1M 0.04%
770,540
+518,002
231
$28.9M 0.04%
323,435
+1,349
232
$28.7M 0.03%
537,887
+9,339
233
$28.6M 0.03%
162,224
+17,917
234
$27.6M 0.03%
279,584
-50,180
235
$27.2M 0.03%
298,897
-3,546
236
$27.1M 0.03%
391,468
-23,928
237
$26.8M 0.03%
954,916
-5,952
238
$26.7M 0.03%
5,229,470
-24,760
239
$26.2M 0.03%
167,729
-12,865
240
$26.2M 0.03%
596,537
+27,225
241
$25.9M 0.03%
373,231
-3,807
242
$25.3M 0.03%
429,841
+181,011
243
$25.1M 0.03%
64,031
-1,005
244
$25M 0.03%
1,163,143
-3,486
245
$24.9M 0.03%
160,384
-20,035
246
$24.4M 0.03%
295,347
-1,125
247
$24.3M 0.03%
313,635
+306,988
248
$23.7M 0.03%
630,622
-397
249
$23M 0.03%
233,816
+7,073
250
$22.1M 0.03%
203,052
+57,800