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
326
$9.06M 0.01%
194,977
-25,503
327
$8.99M 0.01%
380,989
+64,989
328
$8.7M 0.01%
83,862
-127
329
$8.6M 0.01%
159,118
+24,309
330
$8.57M 0.01%
147,496
-29,667
331
$8.48M 0.01%
126,800
-11,303
332
$8.39M 0.01%
127,702
-15,084
333
$8.31M 0.01%
+241,100
334
$8.17M 0.01%
380,930
+738
335
$8.11M 0.01%
142,270
-842,053
336
$8.07M 0.01%
75,904
+15,259
337
$8.03M 0.01%
+2,856,211
338
$7.99M 0.01%
398,582
+108,734
339
$7.97M 0.01%
77,186
-3,755
340
$7.92M 0.01%
125,841
-8,022
341
$7.69M 0.01%
427,217
+160,732
342
$7.65M 0.01%
453,652
-44,362
343
$7.47M 0.01%
53,299
-1,451
344
$7.46M 0.01%
182,407
-16,468
345
$7.31M 0.01%
142,824
-35,381
346
$7.29M 0.01%
190,149
-2,880
347
$7.18M 0.01%
138,400
-8,657
348
$7.12M 0.01%
72,923
-9,098
349
$7.08M 0.01%
266,261
+17,293
350
$7.08M 0.01%
27,965
-9,241