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
26
$688M 0.89%
28,292,890
+1,155,461
27
$669M 0.87%
7,066,392
+2,715,294
28
$639M 0.83%
6,346,504
+202,472
29
$626M 0.81%
27,139,342
+880,028
30
$625M 0.81%
15,622,562
+549,110
31
$620M 0.81%
43,296,870
+1,679,519
32
$611M 0.79%
3,274,161
+82,326
33
$601M 0.78%
13,638,193
+486,452
34
$570M 0.74%
20,679,488
-989,226
35
$563M 0.73%
5,399,940
+342,802
36
$557M 0.72%
11,059,298
+316,623
37
$556M 0.72%
4,394,230
+165,264
38
$553M 0.72%
8,174,991
+355,766
39
$543M 0.7%
2,597,844
+109,028
40
$543M 0.7%
5,209,848
+206,453
41
$516M 0.67%
3,228,061
-36,889
42
$511M 0.66%
6,493,711
+238,762
43
$501M 0.65%
5,998,835
+2,282,572
44
$497M 0.65%
97,154,387
+4,085,332
45
$483M 0.63%
18,411,864
-9,080,964
46
$481M 0.62%
8,308,760
+293,386
47
$472M 0.61%
9,902,951
+33,239
48
$465M 0.6%
5,626,620
+298,741
49
$459M 0.6%
13,079,941
+535,782
50
$449M 0.58%
57,789,059
+2,413,023