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
201
$39.5M 0.05%
669,423
-335,276
202
$38.7M 0.05%
1,309,622
+508,469
203
$38.5M 0.05%
1,818,205
-51,641
204
$38.4M 0.05%
220,229
+143,513
205
$38.3M 0.05%
5,456,160
+5,365,720
206
$37.8M 0.05%
593,480
-456,557
207
$37.6M 0.05%
529,656
-78,540
208
$37.5M 0.05%
1,061,586
-165,623
209
$37.4M 0.05%
590,062
-35,236
210
$35.8M 0.04%
872,462
+52,917
211
$35.3M 0.04%
355,261
-4,520
212
$35.2M 0.04%
1,824,401
+1,443,471
213
$35.1M 0.04%
826,273
+78,576
214
$34.8M 0.04%
290,071
+14,588
215
$34.1M 0.04%
7,141,499
-92,032
216
$33.5M 0.04%
1,601,380
-386,460
217
$33.3M 0.04%
2,691,891
-53,158
218
$33.2M 0.04%
2,292,894
-20,144
219
$33.2M 0.04%
292,671
-272,222
220
$32.8M 0.04%
686,314
-12,474
221
$31.9M 0.04%
287,211
+4,734
222
$31.6M 0.04%
509,243
-72,067
223
$31.4M 0.04%
727,893
-4,015
224
$31.4M 0.04%
427,462
+18,009
225
$31.4M 0.04%
436,101
+3,183