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
626
$343K ﹤0.01%
13,920
+1,570
627
$341K ﹤0.01%
+1,681
628
$340K ﹤0.01%
1,071
+316
629
$338K ﹤0.01%
12,829
+1,578
630
$335K ﹤0.01%
3,308
+199
631
$335K ﹤0.01%
+3,706
632
$334K ﹤0.01%
+1,618
633
$331K ﹤0.01%
4,544
-954
634
$328K ﹤0.01%
+6,956
635
$327K ﹤0.01%
5,127
+1,041
636
$316K ﹤0.01%
3,593
+800
637
$315K ﹤0.01%
2,425
-3,987
638
$313K ﹤0.01%
19,689
+1,581
639
$309K ﹤0.01%
18,966
+2,489
640
$309K ﹤0.01%
15,456
-185
641
$307K ﹤0.01%
3,208
-215
642
$304K ﹤0.01%
1,502
+338
643
$299K ﹤0.01%
+34,499
644
$295K ﹤0.01%
12,041
+330
645
$293K ﹤0.01%
+1,070
646
$288K ﹤0.01%
4,068
+944
647
$286K ﹤0.01%
2,210
+13
648
$280K ﹤0.01%
+7,395
649
$280K ﹤0.01%
3,014
+14
650
$278K ﹤0.01%
+21,018