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
501
$1.46M ﹤0.01%
100,058
-19,735
502
$1.45M ﹤0.01%
57,014
-3,110
503
$1.45M ﹤0.01%
164,202
504
$1.45M ﹤0.01%
27,884
-3,670
505
$1.33M ﹤0.01%
136,808
-117
506
$1.28M ﹤0.01%
19,912
+422
507
$1.27M ﹤0.01%
65,221
-29,730
508
$1.22M ﹤0.01%
16,612
+4,020
509
$1.22M ﹤0.01%
+38,650
510
$1.19M ﹤0.01%
+37,100
511
$1.19M ﹤0.01%
7,577
-230
512
$1.18M ﹤0.01%
43,944
-11,179
513
$1.18M ﹤0.01%
20,434
+2,959
514
$1.17M ﹤0.01%
29,536
515
$1.16M ﹤0.01%
48,796
-11,746
516
$1.16M ﹤0.01%
+240,200
517
$1.12M ﹤0.01%
6,873
+3,280
518
$1.12M ﹤0.01%
+156,800
519
$1.12M ﹤0.01%
4,566
-35
520
$1.11M ﹤0.01%
77,700
-21,092
521
$1.09M ﹤0.01%
12,121
+481
522
$1.08M ﹤0.01%
3,658
-375
523
$1.07M ﹤0.01%
70,270
-18,253
524
$1.06M ﹤0.01%
131,861
-171,831
525
$1.05M ﹤0.01%
6,250
-249