Ken Fisher

Ken Fisher Fisher Asset Management

AUM $293B
1-Year Est. Return 28.33%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.33%
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 +$988M
2 +$354M
3 +$285M
4
FCX icon
Freeport-McMoran
FCX
+$269M
5
RIO icon
Rio Tinto
RIO
+$263M

Top Sells

1 +$612M
2 +$441M
3 +$247M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$189M
5
VOD icon
Vodafone
VOD
+$164M

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
751
-1,583
752
-5,295
753
-41,542
754
-3,323
755
-50,585
756
-17,400
757
-3,130
758
-14,141
759
-15,764
760
-898,278
761
-8,955
762
-12,023
763
-238,371
764
-763,023
765
-657,375
766
-3,119
767
-57,014
768
-161,829
769
-46,401
770
-13,295
771
-30,120
772
$0 ﹤0.01%
125,400