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
276
$12.7M 0.02%
+220,399
277
$12.5M 0.02%
556,455
-126,025
278
$12.5M 0.02%
92,989
+7,418
279
$12.3M 0.02%
160,274
-746
280
$11.8M 0.02%
852,000
281
$11.8M 0.02%
+48,617
282
$11.3M 0.02%
683,206
-5,375
283
$11.3M 0.02%
303,021
-165
284
$11.2M 0.02%
1,097,985
285
$10.9M 0.02%
243,275
+1,728
286
$10.9M 0.02%
222,260
+5,241
287
$10.9M 0.02%
98,561
-3,609
288
$10.8M 0.02%
138,680
+123,919
289
$10.6M 0.01%
219,494
+2,406
290
$10.1M 0.01%
583,221
-30,800
291
$10.1M 0.01%
188,025
-15,813
292
$9.89M 0.01%
+76,239
293
$9.79M 0.01%
287,811
-1,367
294
$9.79M 0.01%
+204,996
295
$9.56M 0.01%
604,830
+14,383
296
$9.52M 0.01%
149,992
-840
297
$9.38M 0.01%
362,612
+3,107
298
$9.35M 0.01%
439,103
-104,858
299
$9.27M 0.01%
143,534
-1,326
300
$9.22M 0.01%
143,567
+8,856