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
676
$230K ﹤0.01%
+1,887
677
$229K ﹤0.01%
+2,263
678
$228K ﹤0.01%
3,367
-2,801
679
$228K ﹤0.01%
1,836
-268
680
$226K ﹤0.01%
7,275
+75
681
$226K ﹤0.01%
3,343
-508
682
$225K ﹤0.01%
2,500
-345,618
683
$223K ﹤0.01%
+5,830
684
$222K ﹤0.01%
+1,113
685
$212K ﹤0.01%
+11,640
686
$211K ﹤0.01%
+3,763
687
$210K ﹤0.01%
+1,074
688
$209K ﹤0.01%
2,075
689
$209K ﹤0.01%
+1,391
690
$208K ﹤0.01%
+3,224
691
$207K ﹤0.01%
+10,170
692
$207K ﹤0.01%
+2,041
693
$205K ﹤0.01%
+3,592
694
$202K ﹤0.01%
+6,250
695
$201K ﹤0.01%
4,298
-2,021
696
$201K ﹤0.01%
+4,000
697
$185K ﹤0.01%
14,147
-1,347
698
$184K ﹤0.01%
+10,386
699
$182K ﹤0.01%
10,453
700
$179K ﹤0.01%
15,317