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
351
$6.96M 0.01%
299,348
-95,176
352
$6.96M 0.01%
173,144
-17,005
353
$6.88M 0.01%
323,801
-74,781
354
$6.6M 0.01%
127,741
-19,755
355
$6.47M 0.01%
91,025
+9,025
356
$6.44M 0.01%
240,757
+69,569
357
$6.43M 0.01%
1,038,583
+35,491
358
$6.38M 0.01%
69,568
-69,851
359
$6.34M 0.01%
42,012
+594
360
$6.29M 0.01%
133,796
-15,104
361
$6.22M 0.01%
134,000
+3,337
362
$6.19M 0.01%
87,087
-15,693
363
$6.14M 0.01%
82,655
+5,734
364
$6.02M 0.01%
179,950
+46,213
365
$6.01M 0.01%
82,723
-4,997
366
$5.91M 0.01%
420,000
367
$5.9M 0.01%
128,271
+10,185
368
$5.9M 0.01%
39,441
-13,858
369
$5.85M 0.01%
82,652
-10,174
370
$5.83M 0.01%
165,738
-16,669
371
$5.72M 0.01%
61,163
372
$5.62M 0.01%
143,952
-13,295
373
$5.61M 0.01%
72,900
-23
374
$5.61M 0.01%
106,267
+63
375
$5.5M 0.01%
136,240
-6,478