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
526
$941K ﹤0.01%
+41,109
527
$941K ﹤0.01%
28,008
+18,377
528
$940K ﹤0.01%
5,210
+637
529
$938K ﹤0.01%
13,230
+5,015
530
$935K ﹤0.01%
37,899
+4,362
531
$927K ﹤0.01%
17,241
532
$920K ﹤0.01%
34,700
-9,244
533
$894K ﹤0.01%
35,460
-45,433
534
$846K ﹤0.01%
40,393
+1,986
535
$839K ﹤0.01%
90,663
+44,046
536
$825K ﹤0.01%
7,461
-86
537
$821K ﹤0.01%
10,270
-129
538
$806K ﹤0.01%
59,541
-18,159
539
$804K ﹤0.01%
4,726
-2,147
540
$798K ﹤0.01%
2,345
-106
541
$794K ﹤0.01%
6,250
542
$788K ﹤0.01%
5,054
-421
543
$775K ﹤0.01%
10,121
+4,405
544
$772K ﹤0.01%
76,729
+3,591
545
$769K ﹤0.01%
+23,171
546
$767K ﹤0.01%
13,008
+18
547
$736K ﹤0.01%
8,849
+2,300
548
$734K ﹤0.01%
23,250
-1,460
549
$724K ﹤0.01%
15,786
550
$701K ﹤0.01%
3,663
+942