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
376
$5.67M 0.01%
55,078
-4,398
377
$5.57M 0.01%
61,163
-5,774
378
$5.53M 0.01%
52,482
-3,197
379
$5.49M 0.01%
51,069
-13,164
380
$5.47M 0.01%
76,921
+6,729
381
$5.37M 0.01%
420,000
382
$5.36M 0.01%
95,005
+4,888
383
$5.33M 0.01%
41,600
384
$5.31M 0.01%
106,204
-1,929
385
$5.25M 0.01%
+206,817
386
$5.2M 0.01%
182,847
-10,902
387
$5.17M 0.01%
60,677
-1,119
388
$5.17M 0.01%
21,636
-3,498
389
$5.16M 0.01%
96,787
-32,583
390
$5.1M 0.01%
100,994
-19,803
391
$5.02M 0.01%
148,900
-8,935
392
$5.01M 0.01%
33,950
-4,320
393
$4.9M 0.01%
62,540
-4,376
394
$4.83M 0.01%
115,840
-19,963
395
$4.83M 0.01%
82,000
-68
396
$4.77M 0.01%
84,549
+38,105
397
$4.65M 0.01%
105,658
-36,323
398
$4.65M 0.01%
176,280
-32,546
399
$4.57M 0.01%
43,033
+511
400
$4.56M 0.01%
342,998
-88,845