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
126
$82.8M 0.1%
4,083,374
+1,236,229
127
$80.6M 0.1%
301,681
+34,940
128
$80.2M 0.1%
256,352
-6,345
129
$80M 0.1%
2,757,861
-48,414
130
$79M 0.1%
3,303,540
-38,423
131
$78.4M 0.1%
7,907,672
-10,223
132
$77.6M 0.09%
1,717,005
-132,706
133
$77.2M 0.09%
816,350
+15,559
134
$75.4M 0.09%
1,566,056
+119,261
135
$75.3M 0.09%
1,460,525
-32,701
136
$73.4M 0.09%
3,529,573
-54,231
137
$72.1M 0.09%
2,855,959
-55,574
138
$71.7M 0.09%
322,133
-17,233
139
$71.6M 0.09%
1,053,603
+44,348
140
$71.2M 0.09%
678,489
-17,901
141
$71M 0.09%
923,865
-28,856
142
$71M 0.09%
4,982,770
-102,915
143
$71M 0.09%
1,882,284
-2,103,264
144
$70.9M 0.09%
3,722,920
-25,720
145
$67.1M 0.08%
2,903,354
-42,612
146
$66.3M 0.08%
1,832,851
-14,346
147
$64.8M 0.08%
2,841,002
-21,128
148
$64.8M 0.08%
3,245,726
-61,804
149
$64.3M 0.08%
286,521
-13,802
150
$63.2M 0.08%
1,124,552
+79,326