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
701
$172K ﹤0.01%
30,863
+154
702
$133K ﹤0.01%
13,144
703
$102K ﹤0.01%
2,502
-61
704
$77K ﹤0.01%
+10,500
705
$76K ﹤0.01%
12,571
+2,163
706
$75K ﹤0.01%
+18,775
707
$72K ﹤0.01%
17,270
+2,270
708
$52K ﹤0.01%
14,741
709
$49K ﹤0.01%
1,629
-219
710
$25K ﹤0.01%
584
+24
711
$15K ﹤0.01%
+15,000
712
$9K ﹤0.01%
+387,651
713
$9K ﹤0.01%
10,200
+200
714
-3,088
715
-1,021
716
-2,204
717
-2,187
718
-16,523
719
-10,625
720
-15
721
-13,035
722
-592,788
723
-1,583
724
-5,295
725
-41,542