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
301
$12M 0.02%
139,419
-6,462
302
$12M 0.02%
107,896
-3,662
303
$11.6M 0.02%
209,895
-22,512
304
$11.5M 0.01%
106,254
-3,993
305
$11.3M 0.01%
217,140
306
$11.1M 0.01%
111,293
-6,608
307
$10.7M 0.01%
718,028
+29,944
308
$10.7M 0.01%
153,600
-4,243
309
$10.6M 0.01%
68,570
-1,986
310
$10.5M 0.01%
372,880
-23,270
311
$10.3M 0.01%
+344,237
312
$10.3M 0.01%
121,732
-6,278
313
$10.3M 0.01%
+338,509
314
$10.2M 0.01%
126,550
+485
315
$10M 0.01%
274,441
-22,224
316
$9.93M 0.01%
360,938
-29,841
317
$9.79M 0.01%
1,077,957
318
$9.71M 0.01%
76,738
-2,164
319
$9.54M 0.01%
204,575
-2,558
320
$9.48M 0.01%
224,729
+22,405
321
$9.44M 0.01%
252,538
+25,231
322
$9.32M 0.01%
394,524
+144,074
323
$9.27M 0.01%
71,709
-3,501
324
$9.11M 0.01%
120,894
-6,781
325
$9.1M 0.01%
216,785
-55,759