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
176
$48.1M 0.06%
1,471,222
-211,799
177
$47.9M 0.06%
664,633
-4,193
178
$47.7M 0.06%
2,804,874
+93,872
179
$47.6M 0.06%
750,117
-242,048
180
$47.4M 0.06%
2,452,726
+19,806
181
$47.3M 0.06%
1,248,643
-104,237
182
$47M 0.06%
4,036,558
+21,583
183
$46.9M 0.06%
1,740,247
+1,001,229
184
$46.8M 0.06%
976,245
-28,077
185
$46.7M 0.06%
435,657
+5,857
186
$46.4M 0.06%
463,582
-5,615
187
$46.2M 0.06%
474,949
-22,665
188
$46M 0.06%
130,181
+2,068
189
$45.4M 0.06%
477,457
-88,304
190
$45.3M 0.05%
532,791
-188,440
191
$44.7M 0.05%
564,601
-22,472
192
$43.9M 0.05%
548,079
-26,530
193
$43.2M 0.05%
559,555
-13
194
$43.2M 0.05%
5,916,772
-49,676
195
$43.2M 0.05%
823,788
-108,084
196
$42.9M 0.05%
940,855
+1,952
197
$41.5M 0.05%
709,040
-11,613
198
$41.3M 0.05%
1,531,796
-71,825
199
$40.5M 0.05%
850,295
-355,634
200
$40.1M 0.05%
599,497
-128,912