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
276
$8.3M 0.02%
460,000
+190,000
277
$8.21M 0.02%
44,092
+4,435
278
$8.21M 0.02%
310,475
-54,982
279
$8.08M 0.02%
98,314
-12,333
280
$8.07M 0.02%
166,386
-14,560
281
$8.01M 0.01%
285,081
-44,452
282
$7.83M 0.01%
257,467
+38,340
283
$7.75M 0.01%
247,549
-16,316
284
$7.69M 0.01%
67,603
+52,254
285
$7.69M 0.01%
152,605
+3,548
286
$7.64M 0.01%
33,027
-2,213
287
$7.6M 0.01%
370,187
+70,000
288
$7.28M 0.01%
60,359
+1,934
289
$7.09M 0.01%
323,359
+142,074
290
$7.07M 0.01%
365,231
-25,237
291
$7.01M 0.01%
90,845
-6,264
292
$6.77M 0.01%
77,780
+12,000
293
$6.71M 0.01%
103,248
-9,972
294
$6.58M 0.01%
725,011
+17,231
295
$6.54M 0.01%
239,523
-28,929
296
$6.54M 0.01%
119,090
-4,622
297
$6.42M 0.01%
60,773
-9,612
298
$6.37M 0.01%
278,525
-25,689
299
$6.31M 0.01%
115,818
-9,421
300
$6.24M 0.01%
88,164
+34,100