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
$71.3B
AUM Growth
+$4.98B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
922
New
Increased
Reduced
Closed

Top Buys

1 +$535M
2 +$124M
3 +$106M
4
ITUB icon
Itaú Unibanco
ITUB
+$102M
5
FIHD
UBS AG FI Enhanced Global High Yield ETN
FIHD
+$84.8M

Top Sells

1 +$184M
2 +$143M
3 +$72.5M
4
PNC icon
PNC Financial Services
PNC
+$32.6M
5
HDB icon
HDFC Bank
HDB
+$26.8M

Sector Composition

1 Financials 17.92%
2 Technology 13.57%
3 Healthcare 12.73%
4 Consumer Discretionary 8.41%
5 Communication Services 6.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$22.8M 0.03%
546,388
-215,905
227
$22.5M 0.03%
651,964
-15,083
228
$22.5M 0.03%
10,540,912
+14,800
229
$22.2M 0.03%
448,319
-127
230
$22.1M 0.03%
349,564
+10,479
231
$22.1M 0.03%
589,234
+935
232
$22.1M 0.03%
532,545
+3,584
233
$21.6M 0.03%
660,597
+9,633
234
$21.2M 0.03%
261,022
+1,344
235
$20.5M 0.03%
623,750
-4,300
236
$20.1M 0.03%
108,792
-4,236
237
$19.8M 0.03%
453,765
+34,434
238
$19.6M 0.03%
701,894
-2,733
239
$19.6M 0.03%
109,711
-2,399
240
$19.3M 0.03%
228,649
+2,278
241
$19M 0.03%
364,837
-3,380
242
$19M 0.03%
139,905
-16,571
243
$18.7M 0.03%
+207,178
244
$18.5M 0.03%
198,311
-3,577
245
$18.5M 0.03%
346,505
+3,095
246
$18.3M 0.03%
575,127
+41,731
247
$17.9M 0.03%
245,596
+8,797
248
$17.8M 0.03%
153,785
-20,772
249
$17.6M 0.02%
219,985
-107,900
250
$17.5M 0.02%
432,680
+35,345