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
626
$315K ﹤0.01%
+11,487
627
$311K ﹤0.01%
+3,989
628
$311K ﹤0.01%
+6,550
629
$306K ﹤0.01%
1,349
-484
630
$305K ﹤0.01%
11,711
+1,425
631
$305K ﹤0.01%
3,000
-10
632
$300K ﹤0.01%
12,350
-550
633
$299K ﹤0.01%
+1,231
634
$299K ﹤0.01%
4,599
-990
635
$298K ﹤0.01%
13,035
-690
636
$297K ﹤0.01%
6,362
-64
637
$295K ﹤0.01%
+1,748
638
$288K ﹤0.01%
1,345
639
$285K ﹤0.01%
5,263
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640
$283K ﹤0.01%
+6,956
641
$278K ﹤0.01%
12,263
-14,367
642
$278K ﹤0.01%
16,844
-4,420
643
$278K ﹤0.01%
11,251
+972
644
$275K ﹤0.01%
+5,295
645
$274K ﹤0.01%
5,591
-529
646
$271K ﹤0.01%
2,104
+433
647
$271K ﹤0.01%
+3,323
648
$269K ﹤0.01%
2,942
-1,228
649
$266K ﹤0.01%
+3,851
650
$265K ﹤0.01%
15,764
-59,075