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
326
$6.82M 0.01%
83,837
327
$6.8M 0.01%
+141,000
328
$6.74M 0.01%
54,874
-24,675
329
$6.71M 0.01%
123,550
-12,348
330
$6.64M 0.01%
+198,806
331
$6.61M 0.01%
71,846
-1,013
332
$6.57M 0.01%
25,849
+184
333
$6.51M 0.01%
194,989
-285
334
$6.49M 0.01%
87,670
-19,509
335
$6.32M 0.01%
530,600
+2,744
336
$6.29M 0.01%
68,762
+37,558
337
$6.27M 0.01%
+89,072
338
$6.13M 0.01%
105,716
+24,812
339
$6.04M 0.01%
59,676
+128
340
$6.02M 0.01%
101,454
+9,082
341
$5.88M 0.01%
121,387
-1,775
342
$5.88M 0.01%
460,000
343
$5.75M 0.01%
41,407
+32,217
344
$5.71M 0.01%
43,514
-2,745
345
$5.7M 0.01%
121,678
-6,956
346
$5.62M 0.01%
201,899
-7,531
347
$5.6M 0.01%
110,144
-68
348
$5.56M 0.01%
106,182
+3,986
349
$5.52M 0.01%
66,678
-1,058
350
$5.51M 0.01%
114,796
+5,684