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
651
$276K ﹤0.01%
17,869
+4,302
652
$275K ﹤0.01%
2,790
-152
653
$274K ﹤0.01%
6,632
654
$272K ﹤0.01%
1,197
+85
655
$271K ﹤0.01%
7,198
656
$270K ﹤0.01%
4,904
-606
657
$266K ﹤0.01%
+2,471
658
$266K ﹤0.01%
1,475
-150
659
$266K ﹤0.01%
+6,439
660
$256K ﹤0.01%
5,780
-1,176
661
$256K ﹤0.01%
4,057
-542
662
$246K ﹤0.01%
1,683
-40
663
$244K ﹤0.01%
6,320
-1,013
664
$244K ﹤0.01%
2,804
-3,179
665
$241K ﹤0.01%
1,465
+87
666
$238K ﹤0.01%
5,676
-3,240
667
$238K ﹤0.01%
4,513
-750
668
$236K ﹤0.01%
3,486
-103
669
$236K ﹤0.01%
10,298
-153,929
670
$236K ﹤0.01%
1,347
+2
671
$235K ﹤0.01%
+4,283
672
$234K ﹤0.01%
+3,753
673
$233K ﹤0.01%
+3,175
674
$232K ﹤0.01%
1,389
+81
675
$232K ﹤0.01%
29,850
+1,061