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
426
$3.18M ﹤0.01%
44,289
-9,862
427
$3.12M ﹤0.01%
72,636
+3,678
428
$3.1M ﹤0.01%
73,573
-21,602
429
$3.07M ﹤0.01%
103,299
+100
430
$3.04M ﹤0.01%
180,663
+27,962
431
$3.03M ﹤0.01%
71,792
-3,976
432
$2.99M ﹤0.01%
29,040
-8,750
433
$2.98M ﹤0.01%
19,409
-1,907
434
$2.98M ﹤0.01%
70,678
-20,203
435
$2.95M ﹤0.01%
116,165
-6,987
436
$2.94M ﹤0.01%
47,746
+1,033
437
$2.9M ﹤0.01%
60,104
-134,873
438
$2.86M ﹤0.01%
+74,814
439
$2.84M ﹤0.01%
1,430
-32
440
$2.8M ﹤0.01%
55,809
+50,218
441
$2.79M ﹤0.01%
168,082
+29,710
442
$2.77M ﹤0.01%
13,521
+244
443
$2.69M ﹤0.01%
24,375
-3,975
444
$2.68M ﹤0.01%
52,913
-12,704
445
$2.65M ﹤0.01%
62,421
-19,976
446
$2.61M ﹤0.01%
106,596
-312
447
$2.58M ﹤0.01%
47,371
-7,251
448
$2.57M ﹤0.01%
34,338
+60
449
$2.57M ﹤0.01%
+7,229
450
$2.56M ﹤0.01%
44,289
-114,829