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
401
$4.51M 0.01%
100,826
-7,230
402
$4.43M 0.01%
+171,188
403
$4.41M 0.01%
118,086
+4,797
404
$4.39M 0.01%
32,473
+662
405
$4.39M 0.01%
33,187
-6,044
406
$4.26M 0.01%
99,100
-29,663
407
$4.25M 0.01%
68,554
-16,051
408
$4.24M 0.01%
142,265
-13,368
409
$4.14M 0.01%
131,905
-29,359
410
$4.1M 0.01%
51,471
+11,912
411
$4.04M 0.01%
252,221
-67,415
412
$4.02M 0.01%
65,617
-18,372
413
$4M 0.01%
95,175
-27,023
414
$3.98M 0.01%
+142,916
415
$3.98M 0.01%
50,585
-3,432
416
$3.97M 0.01%
144,816
-11,894
417
$3.88M 0.01%
71,482
-10,605
418
$3.88M 0.01%
133,737
-14,263
419
$3.85M 0.01%
164,227
+312
420
$3.8M ﹤0.01%
25,536
421
$3.79M ﹤0.01%
88,085
-7,256
422
$3.78M ﹤0.01%
38,694
-1,184
423
$3.77M ﹤0.01%
146,129
+109,698
424
$3.76M ﹤0.01%
66,481
-14,567
425
$3.74M ﹤0.01%
44,587
+4,835