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
251
$21M 0.03%
251,972
+14,599
252
$20.9M 0.03%
2,604,746
-9,051,831
253
$20.9M 0.03%
475,300
-47,456
254
$20.7M 0.03%
1,875,474
+1,559,623
255
$20.4M 0.03%
317,675
+17,250
256
$20.2M 0.03%
1,418,825
-4,956
257
$20.1M 0.03%
+801,153
258
$19.9M 0.03%
408,801
-9,264
259
$19.8M 0.03%
574,375
-560
260
$19.4M 0.03%
226,743
+9,787
261
$18.6M 0.02%
655,817
-10,282
262
$18.5M 0.02%
205,764
-13,347
263
$18.4M 0.02%
10,238,704
-1,540,552
264
$18.4M 0.02%
129,572
-45,565
265
$18.3M 0.02%
493,839
-8,912
266
$18M 0.02%
383,052
-33,762
267
$17.9M 0.02%
61,000
268
$17.8M 0.02%
180,419
-29,039
269
$17.8M 0.02%
351,575
-26,288
270
$17.6M 0.02%
127,212
-5,184
271
$17.6M 0.02%
605,582
-3,418
272
$17.4M 0.02%
79,015
-6,020
273
$16.9M 0.02%
159,830
-10,357
274
$16.3M 0.02%
163,000
275
$16.1M 0.02%
83,196
-4,661