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
401
$4.16M 0.01%
36,186
+1,923
402
$4.11M 0.01%
22,012
-16,914
403
$4.06M ﹤0.01%
122,873
+17,215
404
$4.01M ﹤0.01%
+142,692
405
$3.98M ﹤0.01%
35,015
+256
406
$3.95M ﹤0.01%
24,465
-8,722
407
$3.87M ﹤0.01%
37,551
-13,518
408
$3.86M ﹤0.01%
+130,223
409
$3.84M ﹤0.01%
58,421
+1,661
410
$3.71M ﹤0.01%
240,196
-12,025
411
$3.67M ﹤0.01%
122,514
-22,302
412
$3.65M ﹤0.01%
29,003
-12,597
413
$3.65M ﹤0.01%
25,240
-681
414
$3.6M ﹤0.01%
142,916
415
$3.56M ﹤0.01%
131,442
-10,823
416
$3.52M ﹤0.01%
77,141
-19,646
417
$3.49M ﹤0.01%
25,526
-10
418
$3.46M ﹤0.01%
28,147
-3,195
419
$3.45M ﹤0.01%
107,851
-24,054
420
$3.44M ﹤0.01%
76,410
-11,675
421
$3.36M ﹤0.01%
85,907
-29,933
422
$3.35M ﹤0.01%
59,302
-18,962
423
$3.34M ﹤0.01%
243,133
-99,865
424
$3.33M ﹤0.01%
51,801
-19,681
425
$3.24M ﹤0.01%
27,551
-11,143