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
601
$454K ﹤0.01%
+7,578
602
$440K ﹤0.01%
5,809
+1,202
603
$438K ﹤0.01%
1,793
+73
604
$434K ﹤0.01%
8,389
+2,254
605
$432K ﹤0.01%
3,829
+699
606
$432K ﹤0.01%
17,342
-8,163
607
$429K ﹤0.01%
+2,666
608
$427K ﹤0.01%
9,151
-1,102
609
$427K ﹤0.01%
6,183
-940
610
$424K ﹤0.01%
+2,198
611
$418K ﹤0.01%
9,582
+687
612
$413K ﹤0.01%
2,580
-3
613
$412K ﹤0.01%
3,513
+1,459
614
$408K ﹤0.01%
1,822
+9
615
$402K ﹤0.01%
5,270
+1,281
616
$399K ﹤0.01%
8,472
+2,110
617
$397K ﹤0.01%
+16,357
618
$394K ﹤0.01%
23,940
-1,020
619
$386K ﹤0.01%
15,175
-46
620
$376K ﹤0.01%
+5,112
621
$375K ﹤0.01%
14,730
-3,180
622
$362K ﹤0.01%
13,106
-418
623
$359K ﹤0.01%
2,385
-184
624
$353K ﹤0.01%
1,465
+116
625
$350K ﹤0.01%
+6,254