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
276
$15.9M 0.02%
283,279
-14,712
277
$15.8M 0.02%
136,513
-10,951
278
$15.5M 0.02%
185,567
+179,726
279
$15.5M 0.02%
238,371
-12,921
280
$15.3M 0.02%
116,315
+73,208
281
$15.3M 0.02%
92,065
-6,052
282
$15.2M 0.02%
+739,018
283
$15.1M 0.02%
+145,252
284
$14.7M 0.02%
147,391
-34,174
285
$14.7M 0.02%
895,981
+5,206
286
$14.5M 0.02%
+76,716
287
$14.3M 0.02%
349,054
-22,552
288
$14.2M 0.02%
1,178,519
-90,164
289
$14.1M 0.02%
173,373
-9,897
290
$14.1M 0.02%
220,987
-810
291
$14.1M 0.02%
333,041
-12,068
292
$14M 0.02%
246,567
+6,751
293
$13.8M 0.02%
259,134
-4,973
294
$13.5M 0.02%
138,207
-7,503
295
$13.3M 0.02%
257,567
+20,185
296
$13.1M 0.02%
+248,830
297
$13M 0.02%
196,240
-9,328
298
$12.3M 0.02%
425,007
-27,647
299
$12.1M 0.02%
45,001
-1,404
300
$12M 0.02%
316,016
-399