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
$53.9B
AUM Growth
+$1.27B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
787
New
Increased
Reduced
Closed

Top Buys

1 +$345M
2 +$127M
3 +$93.4M
4
FIHD
UBS AG FI Enhanced Global High Yield ETN
FIHD
+$63.8M
5
AMX icon
America Movil
AMX
+$57.4M

Sector Composition

1 Financials 17.08%
2 Healthcare 14.41%
3 Technology 13.36%
4 Consumer Discretionary 8.06%
5 Industrials 6.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$19.2M 0.04%
1,285,083
227
$19.1M 0.04%
237,317
-20,994
228
$19.1M 0.04%
344,833
-12,360
229
$18.9M 0.04%
219,431
-6,494
230
$18.2M 0.03%
674,942
-27,826
231
$18.1M 0.03%
533,127
-176,837
232
$17.6M 0.03%
152,742
+3,131
233
$17.4M 0.03%
298,498
-15,273
234
$16.9M 0.03%
+280,332
235
$16.5M 0.03%
216,358
-12,908
236
$16.3M 0.03%
101,573
-11,120
237
$16.3M 0.03%
252,202
+11,192
238
$16.3M 0.03%
581,604
+73,597
239
$15.6M 0.03%
143,428
-1,059
240
$15.3M 0.03%
208,897
-10,844
241
$15M 0.03%
231,582
242
$14.7M 0.03%
239,851
+1,339
243
$14.3M 0.03%
467,770
+10,028
244
$13.9M 0.03%
522,612
+23,028
245
$13.9M 0.03%
370,764
-58,858
246
$13.4M 0.02%
165,356
+11,759
247
$13.4M 0.02%
803,268
+78,234
248
$13.3M 0.02%
113,266
-8,449
249
$13.3M 0.02%
967,181
+87,405
250
$13.3M 0.02%
378,439
+30,184