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
351
$5.28M 0.01%
65,841
+993
352
$5.13M 0.01%
132,028
-4,046
353
$5.11M 0.01%
26,904
-544
354
$4.99M 0.01%
74,352
+425
355
$4.97M 0.01%
120,434
-4,229
356
$4.96M 0.01%
76,469
+4,881
357
$4.91M 0.01%
87,646
-1,953
358
$4.88M 0.01%
42,815
+475
359
$4.85M 0.01%
76,545
+3,773
360
$4.84M 0.01%
125,300
+38,818
361
$4.67M 0.01%
61,048
-1,166
362
$4.64M 0.01%
62,216
-2,678
363
$4.5M 0.01%
56,367
-246
364
$4.46M 0.01%
73,626
+271
365
$4.43M 0.01%
96,202
-37,131
366
$4.4M 0.01%
+148,000
367
$4.35M 0.01%
120,312
+59,301
368
$4.34M 0.01%
151,558
+51,377
369
$4.28M 0.01%
70,637
370
$4.2M 0.01%
126,797
+5,476
371
$4.2M 0.01%
38,303
+11,685
372
$4.17M 0.01%
86,579
+201
373
$4.15M 0.01%
85,997
+5,499
374
$4.13M 0.01%
129,453
+25,164
375
$4.12M 0.01%
231,477
+16,111