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
326
$9.32M 0.01%
227,381
+2,652
327
$9.32M 0.01%
62,443
-6,127
328
$9.24M 0.01%
320,599
+87,897
329
$9.17M 0.01%
145,589
+61,040
330
$9.14M 0.01%
1,077,957
331
$9.13M 0.01%
118,936
-7,864
332
$8.94M 0.01%
140,846
+37,609
333
$8.91M 0.01%
156,816
+18,416
334
$8.61M 0.01%
129,113
-13,157
335
$8.58M 0.01%
119,086
-1,808
336
$8.13M 0.01%
447,338
-6,314
337
$8.03M 0.01%
241,298
+198
338
$8.01M 0.01%
248,277
-26,164
339
$7.99M 0.01%
104,664
+27,194
340
$7.88M 0.01%
116,270
-11,432
341
$7.81M 0.01%
90,179
-57,212
342
$7.79M 0.01%
686,576
-125
343
$7.41M 0.01%
120,624
-22,200
344
$7.39M 0.01%
163,558
+25,118
345
$7.38M 0.01%
125,841
346
$7.38M 0.01%
+528,909
347
$7.23M 0.01%
120,562
+16,545
348
$7M 0.01%
78,553
+1,367
349
$7M 0.01%
216,601
-184
350
$6.96M 0.01%
327,405