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
$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
1
$3.14B 3.82%
31,382,060
+120,540
2
$2.79B 3.38%
49,396,264
+757,692
3
$2.71B 3.3%
18,087,489
+401,700
4
$2.51B 3.05%
21,824,328
-1,642,979
5
$2.29B 2.78%
7,686,802
-93,683
6
$2.15B 2.61%
18,769,302
+444,758
7
$1.81B 2.2%
11,010,789
+40,761
8
$1.78B 2.17%
42,663,528
+1,088,375
9
$1.68B 2.04%
5,613,569
-82,965
10
$1.61B 1.95%
15,618,636
-20,884
11
$1.56B 1.89%
11,259,081
-1,859,523
12
$1.55B 1.88%
35,141,990
+952,889
13
$1.53B 1.86%
25,421,780
+815,400
14
$1.49B 1.81%
8,604,711
+583,087
15
$1.14B 1.39%
24,155,799
+720,022
16
$1.1B 1.34%
10,357,743
+246,871
17
$1.05B 1.27%
16,285,755
+15,759,310
18
$978M 1.19%
20,099,819
+2,129,952
19
$933M 1.13%
29,795,250
+970,131
20
$921M 1.12%
4,446,106
+119,507
21
$854M 1.04%
10,220,202
+4,221,367
22
$835M 1.01%
10,035,519
+191,374
23
$831M 1.01%
6,755,713
+200,698
24
$756M 0.92%
48,054,057
+1,590,059
25
$744M 0.9%
6,658,246
+161,821