Ken Fisher

Ken Fisher Fisher Asset Management

AUM $252B
1-Year Return 19.67%
 

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 Return
1 Year Return
+19.67%
3 Year Return
5 Year Return
10 Year 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
1
$2.69B 3.49%
23,467,307
-207,624
2
$2.66B 3.45%
31,261,520
-5,799,940
3
$2.34B 3.04%
17,685,789
+639,522
4
$2.25B 2.92%
48,638,572
+1,867,552
5
$2.04B 2.64%
10,970,028
+177,756
6
$1.98B 2.58%
7,780,485
-17,786
7
$1.81B 2.35%
18,324,544
+726,904
8
$1.59B 2.07%
13,118,604
+478,982
9
$1.49B 1.94%
15,639,520
+232,697
10
$1.46B 1.9%
5,696,534
-66,793
11
$1.43B 1.86%
41,575,153
+1,761,561
12
$1.39B 1.8%
24,606,380
+1,133,220
13
$1.28B 1.66%
8,021,624
+789,680
14
$1.25B 1.62%
34,189,101
+320,062
15
$1.16B 1.51%
23,435,777
+745,116
16
$991M 1.29%
10,110,872
+360,596
17
$844M 1.1%
4,326,599
+108,535
18
$823M 1.07%
28,825,119
+1,251,612
19
$773M 1%
17,969,867
+662,706
20
$768M 1%
9,844,145
+351,075
21
$758M 0.98%
6,555,015
-427,461
22
$720M 0.93%
16,199,965
+423,377
23
$713M 0.93%
46,463,998
+2,071,414
24
$711M 0.92%
10,760,658
-576,710
25
$707M 0.92%
6,496,425
+227,728