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
476
$2.24M ﹤0.01%
13,295
-42,383
477
$2.18M ﹤0.01%
56,613
-10,177
478
$2.16M ﹤0.01%
72,347
-20,910
479
$2.12M ﹤0.01%
138,372
-39,326
480
$2.11M ﹤0.01%
117,370
-34,762
481
$2.09M ﹤0.01%
15,495
+113
482
$2.06M ﹤0.01%
46,401
-15,407
483
$2.05M ﹤0.01%
162,597
-58,972
484
$2.05M ﹤0.01%
80,893
+1,217
485
$2.02M ﹤0.01%
120,576
-37,647
486
$1.99M ﹤0.01%
130,468
-76,133
487
$1.98M ﹤0.01%
109,512
+1,162
488
$1.92M ﹤0.01%
93,932
-27,575
489
$1.9M ﹤0.01%
52,573
+7,741
490
$1.9M ﹤0.01%
304,835
-88,431
491
$1.81M ﹤0.01%
66,332
-21,573
492
$1.76M ﹤0.01%
388,554
+197,446
493
$1.71M ﹤0.01%
222,554
-4,954
494
$1.7M ﹤0.01%
14,683
-5,014
495
$1.66M ﹤0.01%
55,339
-23,780
496
$1.64M ﹤0.01%
48,598
-17,109
497
$1.61M ﹤0.01%
5,931
-423
498
$1.57M ﹤0.01%
20,752
-9,032
499
$1.55M ﹤0.01%
38,153
-5
500
$1.48M ﹤0.01%
20,286
-436