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
151
$59.2M 0.08%
5,966,448
+37,172
152
$58.7M 0.08%
1,045,226
+73,101
153
$57.6M 0.07%
2,847,145
+225,448
154
$57M 0.07%
931,872
-51,791
155
$56.9M 0.07%
450,685
+12,671
156
$56.9M 0.07%
657,375
-220,394
157
$56.6M 0.07%
692,220
-7,318
158
$56.4M 0.07%
407,441
-1,139
159
$56.4M 0.07%
2,945,966
-38,755
160
$55.8M 0.07%
1,085,527
+346,745
161
$55.5M 0.07%
1,683,021
-122,977
162
$55.3M 0.07%
866,857
+22,457
163
$55.1M 0.07%
382,433
+3,156
164
$55M 0.07%
574,609
-34,672
165
$54.1M 0.07%
4,014,975
+158,521
166
$52.5M 0.07%
1,742,814
-13,834
167
$51.9M 0.07%
1,352,880
-12,996
168
$51.3M 0.07%
+1,159,881
169
$49.8M 0.06%
7,588,376
+14,546
170
$49.6M 0.06%
855,779
+4,060
171
$49.3M 0.06%
1,603,621
-5,531
172
$49.3M 0.06%
1,633,863
+100,904
173
$48.4M 0.06%
581,461
+25,485
174
$48.4M 0.06%
2,432,920
+53,592
175
$48.3M 0.06%
747,939
-64