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
351
$3.56M 0.01%
77,223
-16,686
352
$3.53M 0.01%
186,705
-19,945
353
$3.51M 0.01%
90,519
-19,841
354
$3.46M 0.01%
226,997
355
$3.45M 0.01%
114,733
-20,977
356
$3.44M 0.01%
67,170
+12,200
357
$3.4M 0.01%
109,443
-14,700
358
$3.39M 0.01%
61,700
-7,643
359
$3.37M 0.01%
347,069
360
$3.33M 0.01%
432,781
-2,285
361
$3.32M 0.01%
67,787
-8,182
362
$3.27M 0.01%
114,927
-13,841
363
$3.27M 0.01%
52,033
+1,633
364
$3.26M 0.01%
41,176
365
$3.22M 0.01%
133,901
-17,686
366
$3.22M 0.01%
21,667
-1,698
367
$3.22M 0.01%
132,055
-15,226
368
$3.21M 0.01%
289,485
+8,089
369
$3.21M 0.01%
159,541
-17,258
370
$3.2M 0.01%
157,421
-19,168
371
$3.19M 0.01%
95,582
-11,910
372
$3.17M 0.01%
142,123
-28,678
373
$3.17M 0.01%
48,979
-6,285
374
$3.05M 0.01%
120,217
375
$3.05M 0.01%
57,719
13 14
15
16 17