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
351
$7.04M 0.01%
+232,702
352
$7.03M 0.01%
686,701
-42,895
353
$6.96M 0.01%
349,513
-20,031
354
$6.92M 0.01%
199,330
+30
355
$6.78M 0.01%
38,926
-6,141
356
$6.77M 0.01%
92,826
-332,252
357
$6.69M 0.01%
+142,718
358
$6.64M 0.01%
327,405
359
$6.6M 0.01%
453,017
+175,882
360
$6.58M 0.01%
399,356
-198,228
361
$6.45M 0.01%
103,237
+26,450
362
$6.36M 0.01%
+138,440
363
$6.32M 0.01%
41,418
+827
364
$6.3M 0.01%
130,663
-7,660
365
$6.26M 0.01%
130,000
366
$6.14M 0.01%
80,462
-2,669
367
$6.08M 0.01%
102,780
-7,432
368
$6.02M 0.01%
104,017
-6,366
369
$6M 0.01%
87,720
-459
370
$5.97M 0.01%
83,554
-20,273
371
$5.95M 0.01%
77,470
-18,971
372
$5.91M 0.01%
116,249
+1,054
373
$5.82M 0.01%
157,247
-3,436
374
$5.77M 0.01%
161,829
-7,177
375
$5.67M 0.01%
1,003,092
+25,742