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
301
$6.18M 0.01%
257,528
+41,590
302
$6.07M 0.01%
74,868
+68,877
303
$6.05M 0.01%
123,094
+2,797
304
$5.94M 0.01%
+123,429
305
$5.89M 0.01%
162,529
+4,339
306
$5.88M 0.01%
50,426
-6,344
307
$5.75M 0.01%
295,144
+107,329
308
$5.72M 0.01%
170,702
-23,320
309
$5.54M 0.01%
79,364
-1,121
310
$5.54M 0.01%
113,920
-10,472
311
$5.48M 0.01%
39,182
+341
312
$5.45M 0.01%
83,837
-37
313
$5.41M 0.01%
118,235
-7,398
314
$5.41M 0.01%
824,592
315
$5.39M 0.01%
567,721
+671
316
$5.22M 0.01%
326,207
+9,034
317
$5.13M 0.01%
56,181
+9,675
318
$5.12M 0.01%
477,324
+23,134
319
$4.97M 0.01%
96,170
-18,043
320
$4.69M 0.01%
92,812
+9,346
321
$4.59M 0.01%
139,616
-32,116
322
$4.54M 0.01%
41,492
+3,308
323
$4.52M 0.01%
657,313
+105,583
324
$4.45M 0.01%
147,199
+53,100
325
$4.42M 0.01%
109,851
-9,369