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
476
$1.89M ﹤0.01%
305,070
+64,870
477
$1.88M ﹤0.01%
30,335
-9,126
478
$1.85M ﹤0.01%
47,349
-19,132
479
$1.82M ﹤0.01%
81,685
-19,626
480
$1.82M ﹤0.01%
76,055
-32,525
481
$1.75M ﹤0.01%
59,431
+1,125
482
$1.73M ﹤0.01%
65,432
-19,915
483
$1.72M ﹤0.01%
65,525
-28,407
484
$1.72M ﹤0.01%
27,609
-7,125
485
$1.72M ﹤0.01%
164,202
486
$1.62M ﹤0.01%
31,323
+3,439
487
$1.6M ﹤0.01%
57,173
-15,174
488
$1.6M ﹤0.01%
5
-4
489
$1.58M ﹤0.01%
107,483
-51,576
490
$1.53M ﹤0.01%
84,017
-33,353
491
$1.52M ﹤0.01%
20,700
+414
492
$1.52M ﹤0.01%
9,080
+1,503
493
$1.51M ﹤0.01%
45,501
+8,401
494
$1.49M ﹤0.01%
5,594
+1,028
495
$1.48M ﹤0.01%
19,475
+2,863
496
$1.46M ﹤0.01%
36,300
-20,313
497
$1.44M ﹤0.01%
52,573
498
$1.43M ﹤0.01%
49,930
-16,402
499
$1.43M ﹤0.01%
9,355
+1,854
500
$1.39M ﹤0.01%
4,016
+358
18 19
20
21 22