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
176
$47.7M 0.06%
337,456
-1,599,997
177
$47.6M 0.06%
1,227,209
+342,160
178
$47.4M 0.06%
429,800
+13,274
179
$47.3M 0.06%
+938,903
180
$47.2M 0.06%
469,197
-8,049
181
$47.2M 0.06%
565,761
+37,556
182
$47.2M 0.06%
728,409
+49,918
183
$46.7M 0.06%
1,004,322
+1,431
184
$46.6M 0.06%
1,187,210
+576,077
185
$46.6M 0.06%
1,086,591
+200,311
186
$46.4M 0.06%
608,196
-36,731
187
$45.8M 0.06%
898,278
-6,650
188
$45.4M 0.06%
2,711,002
+167,814
189
$44.7M 0.06%
1,631,892
+115,842
190
$43.5M 0.06%
775,737
+34,193
191
$43M 0.06%
587,073
-22,194
192
$42.9M 0.06%
720,653
-1,070
193
$41.1M 0.05%
1,254,095
-6,954,282
194
$40.9M 0.05%
364,739
-13,881
195
$40.3M 0.05%
384,038
-1,886,826
196
$39.8M 0.05%
1,562,067
+913,375
197
$39.6M 0.05%
559,568
+31,109
198
$39.5M 0.05%
624,189
-1,633
199
$38.3M 0.05%
1,987,840
+137,750
200
$37.7M 0.05%
877,477
-754