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
426
$3.72M ﹤0.01%
56,760
-500
427
$3.71M ﹤0.01%
30,120
-2,047,079
428
$3.66M ﹤0.01%
34,759
+190
429
$3.62M ﹤0.01%
54,151
-55,065
430
$3.61M ﹤0.01%
70,180
+8,717
431
$3.58M ﹤0.01%
78,264
-18,994
432
$3.58M ﹤0.01%
92,075
-19,426
433
$3.51M ﹤0.01%
592,788
+6,410
434
$3.5M ﹤0.01%
59,530
-20,461
435
$3.47M ﹤0.01%
91,844
-4,810
436
$3.46M ﹤0.01%
25,921
+1,724
437
$3.44M ﹤0.01%
34,278
-4,393
438
$3.39M ﹤0.01%
82,397
-9,230
439
$3.36M ﹤0.01%
75,768
-3,587
440
$3.33M ﹤0.01%
+55,621
441
$3.31M ﹤0.01%
56,100
-88
442
$3.27M ﹤0.01%
34,263
+1,733
443
$3.23M ﹤0.01%
+37,790
444
$3.2M ﹤0.01%
152,701
-45,994
445
$3.18M ﹤0.01%
103,199
446
$3.13M ﹤0.01%
134,715
-31,370
447
$3.08M ﹤0.01%
+31,342
448
$3.05M ﹤0.01%
68,958
-214
449
$3M ﹤0.01%
46,713
+677
450
$3M ﹤0.01%
84,543
-15,286