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
376
$5.41M 0.01%
65,537
+2,997
377
$5.39M 0.01%
53,651
+1,169
378
$5.37M 0.01%
130,000
379
$5.37M 0.01%
46,000
+2,967
380
$5.26M 0.01%
87,583
-7,422
381
$5.16M 0.01%
31,522
-2,428
382
$4.96M 0.01%
20,125
-1,511
383
$4.92M 0.01%
21,728
-6,237
384
$4.86M 0.01%
38,475
-6,112
385
$4.85M 0.01%
+689,914
386
$4.81M 0.01%
61,443
+22,677
387
$4.8M 0.01%
31,888
-585
388
$4.7M 0.01%
304,439
-94,917
389
$4.67M 0.01%
103,648
+2,822
390
$4.67M 0.01%
100,994
391
$4.66M 0.01%
45,597
-9,481
392
$4.55M 0.01%
75,938
-23,162
393
$4.48M 0.01%
52,872
+1,401
394
$4.46M 0.01%
108,795
-7,454
395
$4.42M 0.01%
56,051
+430
396
$4.39M 0.01%
47,630
-13,047
397
$4.34M 0.01%
148,988
-33,859
398
$4.31M 0.01%
192,529
-156,984
399
$4.3M 0.01%
181,721
-25,096
400
$4.24M 0.01%
166,979
-9,301