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
451
$2.56M ﹤0.01%
25,481
+18,873
452
$2.5M ﹤0.01%
93,692
+1,848
453
$2.48M ﹤0.01%
56,100
454
$2.48M ﹤0.01%
50,259
-18,295
455
$2.45M ﹤0.01%
8,422
+2,491
456
$2.4M ﹤0.01%
151,143
+16,428
457
$2.37M ﹤0.01%
118,117
-28,012
458
$2.34M ﹤0.01%
143,535
-35,088
459
$2.21M ﹤0.01%
49,094
-11,244
460
$2.13M ﹤0.01%
67,243
-24,832
461
$2.09M ﹤0.01%
54,011
-17,401
462
$2.09M ﹤0.01%
64,111
-20,432
463
$2.08M ﹤0.01%
125,295
-48,633
464
$2.07M ﹤0.01%
43,669
-15,861
465
$2.06M ﹤0.01%
15,166
-329
466
$2.04M ﹤0.01%
41,923
467
$2.03M ﹤0.01%
66,953
-20,546
468
$2.01M ﹤0.01%
12,367
-117,205
469
$1.99M ﹤0.01%
32,054
-7,234
470
$1.99M ﹤0.01%
49,742
+11,092
471
$1.98M ﹤0.01%
224,971
+2,417
472
$1.98M ﹤0.01%
238,522
-66,313
473
$1.97M ﹤0.01%
204,657
+47,857
474
$1.95M ﹤0.01%
28,676
-51,786
475
$1.9M ﹤0.01%
108,350
-1,162
17 18
19
20 21