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
651
$263K ﹤0.01%
2,197
+297
652
$262K ﹤0.01%
18,108
+1,611
653
$261K ﹤0.01%
6,319
+599
654
$259K ﹤0.01%
+1,625
655
$258K ﹤0.01%
7,200
-3,265
656
$258K ﹤0.01%
+10,625
657
$254K ﹤0.01%
1,098
-600
658
$250K ﹤0.01%
+4,640
659
$248K ﹤0.01%
3,589
-125
660
$246K ﹤0.01%
2,023
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661
$246K ﹤0.01%
+14,240
662
$246K ﹤0.01%
+1,583
663
$245K ﹤0.01%
8,163
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664
$245K ﹤0.01%
33,434
665
$245K ﹤0.01%
3,130
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666
$244K ﹤0.01%
+3,088
667
$242K ﹤0.01%
1,698
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$241K ﹤0.01%
16,477
-19,524
669
$238K ﹤0.01%
3,487
-429
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$234K ﹤0.01%
4,086
+24
671
$234K ﹤0.01%
1,378
+270
672
$233K ﹤0.01%
755
-1,399
673
$229K ﹤0.01%
+2,490
674
$229K ﹤0.01%
1,723
-37
675
$227K ﹤0.01%
+4,101