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
376
$4.01M 0.01%
166,112
-3,180
377
$4.01M 0.01%
124,671
+8,290
378
$3.91M 0.01%
170,000
379
$3.9M 0.01%
187,687
+177,653
380
$3.9M 0.01%
+386,900
381
$3.84M 0.01%
27,657
+4,615
382
$3.81M 0.01%
90,457
-4,117
383
$3.81M 0.01%
144,456
+9,542
384
$3.79M 0.01%
212,183
+16,636
385
$3.72M 0.01%
69,313
+5,190
386
$3.64M 0.01%
30,541
+162
387
$3.63M 0.01%
181,167
-33,442
388
$3.62M 0.01%
267,912
+19,765
389
$3.61M 0.01%
44,040
+3,234
390
$3.54M 0.01%
244,484
391
$3.48M ﹤0.01%
117,574
+43,717
392
$3.46M ﹤0.01%
173,045
+83,403
393
$3.46M ﹤0.01%
129,430
+9,895
394
$3.43M ﹤0.01%
83,645
+4,850
395
$3.43M ﹤0.01%
96,025
+8,028
396
$3.39M ﹤0.01%
25,169
-241,708
397
$3.37M ﹤0.01%
106,248
398
$3.34M ﹤0.01%
61,893
+15,256
399
$3.34M ﹤0.01%
48,514
+2,859
400
$3.31M ﹤0.01%
+43,459