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
251
$17.4M 0.02%
385,604
-1,595
252
$17.3M 0.02%
123,206
-5,287
253
$17.3M 0.02%
165,442
-324
254
$17.3M 0.02%
105,036
+4,123
255
$17.2M 0.02%
655,732
-13,230
256
$17M 0.02%
91,526
-4,912
257
$16.6M 0.02%
220,905
-5,185
258
$16.4M 0.02%
410,275
-2,629
259
$16.2M 0.02%
366,678
-5,993
260
$16M 0.02%
1,177,854
-4,776
261
$16M 0.02%
290,384
-401,608
262
$15.6M 0.02%
414,223
+6,900
263
$15.3M 0.02%
134,163
-1,987
264
$15.2M 0.02%
189,716
-1,116
265
$14.7M 0.02%
188,912
+5,147
266
$14.6M 0.02%
226,006
-3,180
267
$14.4M 0.02%
178,575
-7,324
268
$14.3M 0.02%
+436,000
269
$13.9M 0.02%
75,008
+12,008
270
$13.8M 0.02%
197,000
+34,000
271
$13.6M 0.02%
142,696
-66,189
272
$13.6M 0.02%
149,512
-1,784
273
$13.1M 0.02%
457,269
-57,726
274
$13M 0.02%
201,488
-25,320
275
$12.8M 0.02%
170,359
-561