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
576
$510K ﹤0.01%
2,182
-147
577
$506K ﹤0.01%
3,087
-289
578
$504K ﹤0.01%
3,635
+395
579
$503K ﹤0.01%
19,723
-1,002
580
$502K ﹤0.01%
15,221
-6,526
581
$501K ﹤0.01%
+9,536
582
$500K ﹤0.01%
6,549
-185
583
$497K ﹤0.01%
5,983
+2,272
584
$479K ﹤0.01%
+2,187
585
$477K ﹤0.01%
7,123
+1,019
586
$472K ﹤0.01%
9,663
+564
587
$463K ﹤0.01%
6,647
+1,579
588
$456K ﹤0.01%
11,114
+299
589
$448K ﹤0.01%
3,397
-121
590
$434K ﹤0.01%
2,721
+957
591
$431K ﹤0.01%
+6,168
592
$428K ﹤0.01%
36,575
+7,000
593
$414K ﹤0.01%
+4,000
594
$412K ﹤0.01%
8,895
+2,555
595
$407K ﹤0.01%
4,877
+1,779
596
$406K ﹤0.01%
18,648
+1,524
597
$395K ﹤0.01%
5,716
+1,105
598
$393K ﹤0.01%
+3,681
599
$390K ﹤0.01%
6,632
-2,795
600
$372K ﹤0.01%
8,916
+1,912