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
551
$691K ﹤0.01%
4,099
+1,012
552
$677K ﹤0.01%
16,522
+122
553
$675K ﹤0.01%
9,928
-2,926
554
$672K ﹤0.01%
+17,831
555
$662K ﹤0.01%
11,391
+363
556
$659K ﹤0.01%
105,125
-26,736
557
$657K ﹤0.01%
52,955
-17,315
558
$637K ﹤0.01%
277,034
-111,520
559
$631K ﹤0.01%
6,270
-754
560
$623K ﹤0.01%
29,842
561
$618K ﹤0.01%
+3,130
562
$614K ﹤0.01%
8,147
-1,659
563
$604K ﹤0.01%
14,658
-4,682
564
$604K ﹤0.01%
21,893
-244,368
565
$588K ﹤0.01%
16,019
+4,532
566
$587K ﹤0.01%
4,156
+521
567
$585K ﹤0.01%
10,291
+628
568
$575K ﹤0.01%
1,963
-583
569
$571K ﹤0.01%
41,825
+5,250
570
$570K ﹤0.01%
22,127
+9,864
571
$562K ﹤0.01%
24,779
-8,946
572
$556K ﹤0.01%
6,376
+1,499
573
$554K ﹤0.01%
1,926
+828
574
$552K ﹤0.01%
2,167
-15
575
$549K ﹤0.01%
14,358
-35