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
576
$547K ﹤0.01%
10,956
+530
577
$544K ﹤0.01%
+1,080
578
$541K ﹤0.01%
4,067
+670
579
$534K ﹤0.01%
9,201
-25
580
$527K ﹤0.01%
35,744
-13,052
581
$526K ﹤0.01%
12,786
582
$525K ﹤0.01%
5,453
-483
583
$522K ﹤0.01%
+4,713
584
$522K ﹤0.01%
9,050
+2,500
585
$520K ﹤0.01%
+12,920
586
$518K ﹤0.01%
4,593
+19
587
$516K ﹤0.01%
1,278
-302
588
$516K ﹤0.01%
17,431
-2,292
589
$504K ﹤0.01%
21,440
+2,792
590
$498K ﹤0.01%
5,784
+704
591
$497K ﹤0.01%
3,324
-574
592
$496K ﹤0.01%
73,583
-2,500
593
$486K ﹤0.01%
2,733
+985
594
$472K ﹤0.01%
+2,872
595
$471K ﹤0.01%
29,136
-12,386
596
$468K ﹤0.01%
10,896
-218
597
$460K ﹤0.01%
5,753
+1,294
598
$457K ﹤0.01%
15,381
+7,218
599
$457K ﹤0.01%
6,195
+1,390
600
$456K ﹤0.01%
4,582
+2,092