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
101
$106M 0.13%
535,731
+2,128
102
$104M 0.13%
4,072,371
-39,417
103
$104M 0.13%
2,103,329
-26,816
104
$100M 0.12%
2,935,088
+14,225
105
$99.4M 0.12%
759,288
-9,084
106
$99.2M 0.12%
594,197
-19,395
107
$99.1M 0.12%
266,346
+24,461
108
$98.9M 0.12%
1,192,856
+538
109
$98.9M 0.12%
1,058,011
-20,855
110
$97.8M 0.12%
4,805,637
-51,265
111
$97.6M 0.12%
660,555
+655,204
112
$94.9M 0.12%
999,212
-13,912
113
$94.5M 0.11%
1,576,628
-43,201
114
$93.2M 0.11%
501,419
+33,771
115
$91.3M 0.11%
2,917,990
-38,772
116
$90.2M 0.11%
2,260,363
+1,073,153
117
$89.7M 0.11%
1,927,031
-86,366
118
$89.2M 0.11%
1,257,279
-9,845
119
$89.1M 0.11%
309,856
-2,433
120
$89M 0.11%
360,796
+20,948
121
$88M 0.11%
1,684,741
+599,214
122
$87.6M 0.11%
2,196,079
+1,863,038
123
$85.3M 0.1%
1,671,587
+1,601,407
124
$84.1M 0.1%
3,046,161
+1,484,094
125
$83.6M 0.1%
721,408
+270,723