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

Top Sells

1
+$391M
2
+$104M
3
+$43.7M
4
FIGY
Barclays ETN+ FI Enhanced Global High Yield ETN
FIGY
+$37.7M
5
FBGX
UBS AG FI Enhanced Large Cap Growth ETN
FBGX
+$29.8M

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
326
$4.35M 0.01%
107,828
-7,131
327
$4.33M 0.01%
70,169
+1,780
328
$4.24M 0.01%
250,331
-26,141
329
$4.21M 0.01%
224,800
-21,710
330
$4.16M 0.01%
+404,209
331
$4.13M 0.01%
167,853
-17,618
332
$4.1M 0.01%
97,173
+31,000
333
$4.02M 0.01%
+98,928
334
$4M 0.01%
99,000
335
$3.99M 0.01%
298,014
-161,593
336
$3.98M 0.01%
118,750
-23,215
337
$3.94M 0.01%
51,277
-13,845
338
$3.9M 0.01%
157,018
-25,604
339
$3.84M 0.01%
185,797
340
$3.82M 0.01%
79,901
-14,310
341
$3.78M 0.01%
100,963
-21,554
342
$3.73M 0.01%
109,192
-19,436
343
$3.63M 0.01%
44,856
+5,264
344
$3.6M 0.01%
103,481
-18,452
345
$3.6M 0.01%
43,600
-298
346
$3.6M 0.01%
216,589
-22,998
347
$3.59M 0.01%
58,060
-16,664
348
$3.59M 0.01%
31,000
349
$3.58M 0.01%
62,343
-1,444
350
$3.58M 0.01%
81,269
-8,488
12 13
14
15 16