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
501
$1.36M ﹤0.01%
40,967
+18,032
502
$1.36M ﹤0.01%
+39,178
503
$1.35M ﹤0.01%
136,000
-26,597
504
$1.35M ﹤0.01%
215,721
505
$1.34M ﹤0.01%
17,049
-300,626
506
$1.34M ﹤0.01%
88,256
-32,320
507
$1.32M ﹤0.01%
30,957
+1,421
508
$1.3M ﹤0.01%
35,490
-2,663
509
$1.3M ﹤0.01%
136,949
+141
510
$1.29M ﹤0.01%
47,175
-8,164
511
$1.28M ﹤0.01%
19,490
-422
512
$1.27M ﹤0.01%
20,842
+408
513
$1.24M ﹤0.01%
17,925
-2,827
514
$1.24M ﹤0.01%
12,112
-9
515
$1.24M ﹤0.01%
35,527
-13,071
516
$1.2M ﹤0.01%
12,641
-403,815
517
$1.17M ﹤0.01%
6,129
+28
518
$1.17M ﹤0.01%
8,975
+1,169
519
$1.15M ﹤0.01%
+17,967
520
$1.13M ﹤0.01%
30,250
+6,840
521
$1.04M ﹤0.01%
12,214
-2,469
522
$1.04M ﹤0.01%
17,890
+28
523
$1.02M ﹤0.01%
54,073
-11,148
524
$996K ﹤0.01%
66,648
-33,410
525
$952K ﹤0.01%
19,963
+5,417
19 20
21
22 23