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
301
$8.95M 0.01%
+156,476
302
$8.93M 0.01%
116,076
-1,146
303
$8.79M 0.01%
57,419
+1,619
304
$8.57M 0.01%
167,578
-1,490
305
$8.49M 0.01%
77,168
+12,946
306
$8.42M 0.01%
214,200
+33
307
$8.23M 0.01%
182,532
-1,652
308
$8.11M 0.01%
341,830
309
$7.86M 0.01%
264,548
+800
310
$7.7M 0.01%
210,958
311
$7.67M 0.01%
90,337
-6,324
312
$7.58M 0.01%
104,097
+630
313
$7.43M 0.01%
170,549
+12,256
314
$7.32M 0.01%
172,758
+13,241
315
$7.3M 0.01%
370,544
-500
316
$7.23M 0.01%
175,593
+8,327
317
$7.17M 0.01%
757,640
+295,185
318
$7.14M 0.01%
177,900
+35,625
319
$7.13M 0.01%
+398,600
320
$7.12M 0.01%
35,142
+3,064
321
$7.02M 0.01%
106,279
+72,754
322
$7M 0.01%
161,308
-12,149
323
$6.97M 0.01%
115,454
+12,005
324
$6.91M 0.01%
135,508
+1,694
325
$6.87M 0.01%
407,914
+14,481