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

Top Sells

1
+$493M
2
+$252M
3
+$238M
4
CMCSA icon
Comcast
CMCSA
+$228M
5
FLEU
Barclays ETN+ FI Enhanced Europe 50 ETN Series B
FLEU
+$226M

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
76
$228M 0.3%
+4,106,200
77
$228M 0.3%
4,743,408
-70,453
78
$225M 0.29%
4,447,300
-138,595
79
$223M 0.29%
10,265,149
+600,743
80
$210M 0.27%
16,351,908
+15,961,058
81
$195M 0.25%
10,298,489
+41,517
82
$186M 0.24%
+4,142,899
83
$186M 0.24%
40,377,735
+9,255,331
84
$171M 0.22%
1,839,906
-35,388
85
$154M 0.2%
479,676
-1,703
86
$153M 0.2%
+1,379,975
87
$151M 0.2%
1,439,217
-15,322
88
$143M 0.19%
3,985,548
-945,814
89
$143M 0.19%
2,187,584
-210,704
90
$141M 0.18%
30,487,130
+160,939
91
$131M 0.17%
1,201,140
+195,462
92
$125M 0.16%
1,506,427
+189,193
93
$123M 0.16%
1,411,272
-4,812
94
$122M 0.16%
533,603
-2,607
95
$122M 0.16%
1,666,535
-24,226
96
$120M 0.16%
2,007,648
-34,064
97
$118M 0.15%
3,012,391
+156,123
98
$113M 0.15%
4,856,902
+10,491
99
$111M 0.14%
2,130,145
-21,163
100
$102M 0.13%
2,920,863
-51,636
2 3
4
5 6