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

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
401
$2.38M ﹤0.01%
41,936
-4,296
402
$2.37M ﹤0.01%
169,441
403
$2.36M ﹤0.01%
72,300
404
$2.34M ﹤0.01%
94,777
-13,058
405
$2.34M ﹤0.01%
114,888
-20,457
406
$2.33M ﹤0.01%
84,735
407
$2.26M ﹤0.01%
155,728
-262
408
$2.25M ﹤0.01%
322,171
409
$2.23M ﹤0.01%
65,884
410
$2.21M ﹤0.01%
+45,431
411
$2.12M ﹤0.01%
40,335
-70
412
$2.12M ﹤0.01%
65,992
-1,352
413
$2.1M ﹤0.01%
38,061
-36
414
$2.08M ﹤0.01%
110,272
-12,525
415
$2.07M ﹤0.01%
75,142
416
$2.07M ﹤0.01%
83,637
-26,709
417
$2.04M ﹤0.01%
93,700
+37,000
418
$1.99M ﹤0.01%
302,312
419
$1.98M ﹤0.01%
23,920
+4,125
420
$1.97M ﹤0.01%
82,737
+2,437
421
$1.92M ﹤0.01%
44,188
-17,692
422
$1.9M ﹤0.01%
13,481
+151
423
$1.9M ﹤0.01%
117,589
-24,448
424
$1.85M ﹤0.01%
95,134
-11,351
425
$1.84M ﹤0.01%
168,727