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
251
$22.1M 0.03%
2,605,384
+638
252
$21.4M 0.03%
527,940
+17,760
253
$21.1M 0.03%
469,685
-5,615
254
$21M 0.03%
148,916
-188,540
255
$20.7M 0.03%
10,588,749
+350,045
256
$20.5M 0.02%
246,412
-5,560
257
$20.5M 0.02%
573,991
-384
258
$20.4M 0.02%
374,859
-33,942
259
$20.3M 0.02%
574,409
-51,362
260
$20.2M 0.02%
6,056,907
+3,200,696
261
$20M 0.02%
125,185
-2,027
262
$19.9M 0.02%
357,320
-25,732
263
$19.8M 0.02%
300,475
-51,100
264
$18.2M 0.02%
819,705
-19,859,783
265
$18.1M 0.02%
391,514
-167,341
266
$18.1M 0.02%
1,205,423
+26,904
267
$17.9M 0.02%
78,254
-4,942
268
$17.8M 0.02%
180,685
-99,672
269
$17.6M 0.02%
+879,636
270
$17.4M 0.02%
320,017
-21,343
271
$17.4M 0.02%
582,163
-23,419
272
$17.2M 0.02%
61,000
273
$17.1M 0.02%
647,308
-8,509
274
$16.4M 0.02%
1,368,335
-14,002
275
$16.2M 0.02%
148,646
-11,184