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
701
$125K ﹤0.01%
+14,141
702
$105K ﹤0.01%
2,563
-1,941
703
$104K ﹤0.01%
+13,144
704
$100K ﹤0.01%
+3,416
705
$70K ﹤0.01%
10,408
-4,029
706
$69K ﹤0.01%
+1,021
707
$68K ﹤0.01%
+15,000
708
$50K ﹤0.01%
14,741
709
$47K ﹤0.01%
1,848
+219
710
$32K ﹤0.01%
15
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$25K ﹤0.01%
560
-13,154
712
$7K ﹤0.01%
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713
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715
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