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
376
$2.99M 0.01%
26,330
-592
377
$2.96M 0.01%
114,152
-14,714
378
$2.96M 0.01%
92,236
+2,453
379
$2.95M 0.01%
126,122
-16,067
380
$2.95M 0.01%
417,026
-57,472
381
$2.93M 0.01%
203,450
382
$2.92M 0.01%
298,816
383
$2.87M 0.01%
218,415
384
$2.87M 0.01%
192,361
385
$2.86M 0.01%
61,699
-12,573
386
$2.86M 0.01%
148,049
-39,067
387
$2.85M 0.01%
284,879
388
$2.85M 0.01%
53,722
-6,236
389
$2.83M 0.01%
118,689
390
$2.75M 0.01%
110,651
-12,262
391
$2.75M 0.01%
144,998
-19,840
392
$2.74M 0.01%
721,955
-32,422
393
$2.68M 0.01%
52,000
394
$2.67M 0.01%
112,826
-17,895
395
$2.63M ﹤0.01%
240,478
-52,751
396
$2.62M ﹤0.01%
60,875
-13,556
397
$2.55M ﹤0.01%
117,680
-21,566
398
$2.54M ﹤0.01%
146,677
-17,896
399
$2.46M ﹤0.01%
69,046
-1,063
400
$2.4M ﹤0.01%
26,547
+6,975
14 15
16
17 18