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

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
126
$74.7M 0.1%
547,757
+30,089
127
$74.2M 0.1%
800,791
+24,999
128
$73.1M 0.09%
376,227
+18,392
129
$72.9M 0.09%
2,806,275
+61,790
130
$72.7M 0.09%
3,307,530
-8,562
131
$71.3M 0.09%
2,862,130
-21,150
132
$71.2M 0.09%
1,009,255
+36,250
133
$70.9M 0.09%
666,128
+6,409
134
$70.8M 0.09%
1,446,795
-30,254
135
$67.7M 0.09%
339,848
+2,256
136
$67.5M 0.09%
3,748,640
-7,860
137
$66.7M 0.09%
339,366
+7,542
138
$66.6M 0.09%
266,741
+50,341
139
$66.2M 0.09%
300,323
-682
140
$66M 0.09%
1,267,124
-9,704
141
$64.7M 0.08%
129,557
+4,883
142
$64.4M 0.08%
992,165
-193,374
143
$64.2M 0.08%
668,826
-3,376
144
$64M 0.08%
1,004,699
-266,508
145
$62.8M 0.08%
721,231
-180,248
146
$62M 0.08%
2,812,740
-5,451
147
$61M 0.08%
5,085,685
-106,772
148
$60.9M 0.08%
946,217
-10,613
149
$59.9M 0.08%
564,893
-93,098
150
$59.6M 0.08%
1,205,929
-215,093