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
201
$37.5M 0.05%
2,745,049
-3,776
202
$37.5M 0.05%
747,697
+639,963
203
$37.2M 0.05%
128,113
+4,704
204
$36.7M 0.05%
698,788
-8,475
205
$36.5M 0.05%
625,298
+40,036
206
$36.4M 0.05%
497,614
-24,914
207
$35M 0.05%
2,272,111
+170,299
208
$34.6M 0.05%
7,233,531
-9,852
209
$34.1M 0.04%
2,313,038
-8,562
210
$33.6M 0.04%
819,545
+54,613
211
$33.6M 0.04%
1,869,846
-2,885
212
$33.2M 0.04%
359,781
-1,819
213
$32.2M 0.04%
581,310
+4,229
214
$32.2M 0.04%
416,456
+15,366
215
$31.9M 0.04%
526,445
+153,425
216
$31.7M 0.04%
763,023
+8,287
217
$31.3M 0.04%
282,477
-1,252
218
$30.1M 0.04%
706,457
-2,501
219
$29.6M 0.04%
275,483
+206,883
220
$28.8M 0.04%
1,091,505
+167,577
221
$28.5M 0.04%
348,118
-106,900
222
$28.3M 0.04%
731,908
-353,962
223
$27.9M 0.04%
329,764
-20,031
224
$27.8M 0.04%
5,254,230
+2,583
225
$27.8M 0.04%
1,771,700
+253,616