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
51
$439M 0.57%
2,218,980
+68,282
52
$420M 0.55%
43,236,232
-364,016
53
$419M 0.54%
1,724,475
-3,841
54
$416M 0.54%
10,676,543
-63,177
55
$415M 0.54%
6,190,872
+321,908
56
$394M 0.51%
118,441,110
+2,840,640
57
$384M 0.5%
5,544,102
+303,928
58
$333M 0.43%
33,229,471
+21,213,267
59
$332M 0.43%
1,151,246
-176,841
60
$321M 0.42%
4,920,803
+168,979
61
$318M 0.41%
13,290,106
-1,011,358
62
$317M 0.41%
3,710,066
+180,855
63
$305M 0.4%
43,540,011
+1,538,277
64
$294M 0.38%
+3,218,864
65
$290M 0.38%
1,026,030
-17,898
66
$290M 0.38%
1,286,025
+3,442
67
$283M 0.37%
54,649,702
+2,210,165
68
$274M 0.36%
+6,136,341
69
$269M 0.35%
28,055,440
+2,052,968
70
$258M 0.34%
3,034,692
-11,562
71
$253M 0.33%
4,537,760
-50,100
72
$250M 0.32%
+14,476,496
73
$243M 0.32%
56,580,254
-48,663
74
$239M 0.31%
14,330,543
-186,980
75
$228M 0.3%
4,089,910
+156,609