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
26
$728M 0.88%
14,122,584
+484,391
27
$728M 0.88%
7,622,604
+556,212
28
$714M 0.87%
11,136,250
+375,592
29
$698M 0.85%
15,626,683
+4,121
30
$692M 0.84%
16,508,195
+308,230
31
$650M 0.79%
27,594,808
+455,466
32
$640M 0.78%
8,286,386
+111,395
33
$630M 0.76%
2,680,719
+82,875
34
$589M 0.71%
5,218,198
+8,350
35
$586M 0.71%
6,664,681
+170,970
36
$571M 0.69%
8,432,358
+123,598
37
$570M 0.69%
43,945,914
+649,044
38
$565M 0.69%
6,446,579
+100,075
39
$564M 0.68%
4,612,686
+218,456
40
$563M 0.68%
11,209,062
+149,764
41
$535M 0.65%
13,516,724
+436,783
42
$512M 0.62%
4,957,367
-442,573
43
$510M 0.62%
3,182,589
-45,472
44
$510M 0.62%
7,477,967
+1,933,865
45
$506M 0.61%
34,121,206
+17,769,298
46
$498M 0.6%
5,855,133
+228,513
47
$490M 0.59%
40,588,956
+7,359,485
48
$477M 0.58%
59,436,375
+1,647,316
49
$475M 0.58%
99,061,697
+1,907,310
50
$473M 0.57%
9,275,526
+5,169,326