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
301
$11.7M 0.01%
74,971
-4,044
302
$11.7M 0.01%
68,318
-3,391
303
$11.6M 0.01%
938,128
+42,147
304
$11.6M 0.01%
396,343
+57,834
305
$11.3M 0.01%
153,643
+43
306
$11.2M 0.01%
42,261
-2,740
307
$11.1M 0.01%
97,537
-10,359
308
$11M 0.01%
334,050
-10,187
309
$11M 0.01%
217,158
+18
310
$11M 0.01%
734,822
+16,794
311
$10.7M 0.01%
203,982
-5,913
312
$10.6M 0.01%
106,944
-14,788
313
$10.6M 0.01%
359,272
-13,608
314
$10.4M 0.01%
332,464
+133,134
315
$10.4M 0.01%
79,797
-31,496
316
$10.3M 0.01%
126,202
-348
317
$10.2M 0.01%
596,862
+169,645
318
$10.1M 0.01%
652,137
+199,120
319
$9.89M 0.01%
309,156
-51,782
320
$9.7M 0.01%
71,756
-44,559
321
$9.68M 0.01%
465,290
+84,301
322
$9.6M 0.01%
83,837
-25
323
$9.52M 0.01%
90,252
+14,348
324
$9.47M 0.01%
71,752
-4,986
325
$9.39M 0.01%
197,558
-7,017