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
151
$62.7M 0.08%
380,957
+4,730
152
$62.6M 0.08%
292,203
-2,981,958
153
$61.9M 0.08%
940,440
-5,777
154
$61.9M 0.08%
2,121,138
+489,246
155
$61M 0.07%
2,767,222
-45,518
156
$60.3M 0.07%
403,983
-3,458
157
$59M 0.07%
125,207
-4,350
158
$58.9M 0.07%
1,361,397
+274,806
159
$58.6M 0.07%
852,392
-14,465
160
$56.7M 0.07%
787,627
+11,890
161
$56.4M 0.07%
683,915
-8,305
162
$55.7M 0.07%
1,718,423
-24,391
163
$55.6M 0.07%
676,576
+491,009
164
$55.4M 0.07%
512,333
-153,795
165
$54.6M 0.07%
3,212,043
+939,932
166
$54.4M 0.07%
384,018
+1,585
167
$53.5M 0.06%
7,594,476
+6,100
168
$52.9M 0.06%
879,081
+23,302
169
$52.3M 0.06%
743,341
+119,152
170
$52.1M 0.06%
593,385
+11,924
171
$51M 0.06%
379,277
+14,538
172
$51M 0.06%
750,029
+2,090
173
$49.4M 0.06%
1,333,002
-758,662
174
$49.4M 0.06%
1,752,310
+660,805
175
$48.5M 0.06%
1,607,174
-26,689