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
676
$227K ﹤0.01%
1,112
-1,070
677
$225K ﹤0.01%
2,054
-153
678
$225K ﹤0.01%
8,955
679
$220K ﹤0.01%
+11,976
680
$219K ﹤0.01%
+326
681
$216K ﹤0.01%
3,124
-12
682
$214K ﹤0.01%
2,793
-4,242
683
$211K ﹤0.01%
1,164
-292
684
$208K ﹤0.01%
2,075
+1
685
$207K ﹤0.01%
+3,300
686
$205K ﹤0.01%
2,204
+117
687
$204K ﹤0.01%
1,308
-198
688
$204K ﹤0.01%
15,494
-1,418
689
$202K ﹤0.01%
+1,831
690
$201K ﹤0.01%
+884
691
$200K ﹤0.01%
3,119
-40
692
$193K ﹤0.01%
7,198
693
$193K ﹤0.01%
28,789
+5,459
694
$189K ﹤0.01%
15,317
-7,070
695
$188K ﹤0.01%
+12,023
696
$185K ﹤0.01%
10,453
-4,115
697
$184K ﹤0.01%
13,567
-6,247
698
$180K ﹤0.01%
+7,470
699
$177K ﹤0.01%
30,709
+621
700
$153K ﹤0.01%
+16,523