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
276
$16.2M 0.02%
251,995
-31,284
277
$16.1M 0.02%
1,812,707
-62,767
278
$15.7M 0.02%
83,912
-8,153
279
$15.5M 0.02%
287,051
+29,484
280
$15.3M 0.02%
461,859
-31,980
281
$15M 0.02%
248,514
+1,947
282
$14.8M 0.02%
154,692
-70,285
283
$14.7M 0.02%
128,646
-77,118
284
$14.5M 0.02%
217,442
-3,545
285
$14.5M 0.02%
129,722
-8,485
286
$14.5M 0.02%
1,412,683
-6,142
287
$14.2M 0.02%
164,339
-9,034
288
$14.1M 0.02%
+749,675
289
$14.1M 0.02%
236,917
-22,217
290
$13.7M 0.02%
325,122
-23,932
291
$13.7M 0.02%
125,060
-11,453
292
$13.5M 0.02%
365,996
+49,980
293
$13.3M 0.02%
374,394
-879,701
294
$13.1M 0.02%
112,083
-271,955
295
$13.1M 0.02%
+401,067
296
$12.5M 0.02%
98,239
-8,015
297
$12.1M 0.01%
394,404
-30,603
298
$11.8M 0.01%
178,899
-17,341
299
$11.7M 0.01%
104,532
+20,978
300
$11.7M 0.01%
391,063
-315,394