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
526
$1.04M ﹤0.01%
7,806
+2,304
527
$1.02M ﹤0.01%
7,501
+752
528
$1.02M ﹤0.01%
6,101
-415
529
$955K ﹤0.01%
17,862
530
$934K ﹤0.01%
15,786
531
$916K ﹤0.01%
23,410
+4,190
532
$880K ﹤0.01%
19,340
-6,300
533
$861K ﹤0.01%
12,854
+4,080
534
$856K ﹤0.01%
17,241
-54
535
$852K ﹤0.01%
7,547
-1,060
536
$794K ﹤0.01%
+30,235
537
$787K ﹤0.01%
5,475
+344
538
$785K ﹤0.01%
6,412
+4,871
539
$764K ﹤0.01%
+22,935
540
$741K ﹤0.01%
73,138
-1,351
541
$740K ﹤0.01%
41,522
-15,547
542
$738K ﹤0.01%
12,990
-5,545
543
$733K ﹤0.01%
2,451
-1,056
544
$732K ﹤0.01%
76,083
+38,410
545
$730K ﹤0.01%
10,399
+77
546
$728K ﹤0.01%
24,710
-5,030
547
$727K ﹤0.01%
5,351
+18
548
$723K ﹤0.01%
25,505
-9,461
549
$723K ﹤0.01%
33,725
-15,362
550
$713K ﹤0.01%
33,537
+753