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
251
$12.9M 0.02%
+195,440
252
$12.6M 0.02%
129,783
-12,541
253
$12.4M 0.02%
870,776
+11,416
254
$12.2M 0.02%
391,894
-24,470
255
$11.7M 0.02%
391,351
+10,486
256
$11.6M 0.02%
126,604
-4,849
257
$11.4M 0.02%
451,867
-2,651
258
$11.4M 0.02%
857,222
-92,130
259
$11.3M 0.02%
194,859
-17,619
260
$11.1M 0.02%
632,644
+2,425
261
$11.1M 0.02%
290,498
-29,924
262
$11M 0.02%
341,750
+34,526
263
$10.7M 0.02%
204,295
+5,666
264
$10.5M 0.02%
1,221,157
-73,396
265
$10.2M 0.02%
338,979
+105,570
266
$10.1M 0.02%
126,482
+3,063
267
$9.82M 0.02%
116,923
-11,108
268
$9.74M 0.02%
195,212
-14,429
269
$9.69M 0.02%
116,266
+2,685
270
$9.44M 0.02%
336,955
271
$9.41M 0.02%
276,674
-13,506
272
$9.18M 0.02%
116,041
+2,896
273
$9.17M 0.02%
162,063
+4,484
274
$8.83M 0.02%
426,562
+19,476
275
$8.32M 0.02%
763,069
+107,091