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
601
$371K ﹤0.01%
3,130
-237
602
$370K ﹤0.01%
+5,080
603
$369K ﹤0.01%
13,524
+801
604
$364K ﹤0.01%
6,932
+1,096
605
$364K ﹤0.01%
24,960
+3,960
606
$359K ﹤0.01%
+12,989
607
$359K ﹤0.01%
1,813
-166
608
$357K ﹤0.01%
+6,714
609
$357K ﹤0.01%
+13,011
610
$356K ﹤0.01%
1,720
-190
611
$355K ﹤0.01%
2,583
-18
612
$354K ﹤0.01%
+17,400
613
$353K ﹤0.01%
4,459
-2,695
614
$350K ﹤0.01%
+4,607
615
$346K ﹤0.01%
5,510
-1,027
616
$345K ﹤0.01%
2,569
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617
$342K ﹤0.01%
3,423
+356
618
$341K ﹤0.01%
+3,113
619
$339K ﹤0.01%
7,333
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620
$339K ﹤0.01%
15,641
-282
621
$332K ﹤0.01%
4,805
+6
622
$330K ﹤0.01%
5,498
-1,406
623
$322K ﹤0.01%
6,135
+1,498
624
$322K ﹤0.01%
9,631
+3,238
625
$319K ﹤0.01%
3,109
-11