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
51
$461M 0.56%
21,225,197
-7,067,693
52
$449M 0.55%
32,256,568
+17,780,072
53
$435M 0.53%
2,312,143
+93,163
54
$419M 0.51%
41,232,613
-2,003,619
55
$413M 0.5%
17,572,472
-839,392
56
$401M 0.49%
6,576,688
+385,816
57
$400M 0.49%
3,726,670
+16,604
58
$383M 0.46%
1,673,108
-51,367
59
$359M 0.44%
9,654,198
-248,753
60
$357M 0.43%
2,743,098
+1,363,123
61
$339M 0.41%
7,701,223
+6,823,746
62
$323M 0.39%
7,257,750
+1,121,409
63
$320M 0.39%
3,478,988
+260,124
64
$313M 0.38%
1,005,802
-145,444
65
$304M 0.37%
13,682,345
+392,239
66
$294M 0.36%
998,016
-28,014
67
$292M 0.35%
53,194,378
-1,455,324
68
$278M 0.34%
44,132,247
+592,236
69
$276M 0.34%
1,237,732
-48,293
70
$272M 0.33%
10,412,048
-264,495
71
$271M 0.33%
89,004,435
-29,436,675
72
$265M 0.32%
4,446,200
-91,560
73
$258M 0.31%
2,980,682
-54,010
74
$253M 0.31%
10,714,586
+449,437
75
$242M 0.29%
54,670,008
-1,910,246