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
76
$234M 0.28%
4,219,277
+129,367
77
$225M 0.27%
4,746,152
+2,744
78
$221M 0.27%
13,752,632
-577,911
79
$210M 0.25%
1,839,863
-43
80
$199M 0.24%
4,518,469
+375,570
81
$198M 0.24%
4,866,978
+3,707,097
82
$196M 0.24%
4,300,630
-146,670
83
$195M 0.24%
1,228,018
+680,261
84
$190M 0.23%
39,375,103
-1,002,632
85
$190M 0.23%
3,514,515
-1,406,288
86
$175M 0.21%
9,851,563
-446,926
87
$161M 0.2%
1,404,900
-34,317
88
$152M 0.18%
475,300
-4,376
89
$147M 0.18%
1,589,879
-76,656
90
$145M 0.18%
2,951,200
-61,191
91
$145M 0.18%
16,917,562
-11,137,878
92
$143M 0.17%
1,324,266
+123,126
93
$139M 0.17%
30,509,882
+22,752
94
$129M 0.16%
2,128,605
-58,979
95
$123M 0.15%
1,305,704
-105,568
96
$116M 0.14%
1,896,254
-111,394
97
$115M 0.14%
1,466,414
-40,013
98
$114M 0.14%
922,501
-52,703
99
$110M 0.13%
+408,693
100
$108M 0.13%
+8,568,756
2 3
4
5 6