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
401
$3.3M ﹤0.01%
136,211
+12,040
402
$3.22M ﹤0.01%
+37,900
403
$3.18M ﹤0.01%
74,157
+6,397
404
$3.18M ﹤0.01%
118,816
-5,516
405
$3.17M ﹤0.01%
240,064
-2,139
406
$3.12M ﹤0.01%
135,775
+12,888
407
$3.09M ﹤0.01%
61,038
+675
408
$3.03M ﹤0.01%
68,379
+3,994
409
$2.98M ﹤0.01%
48,564
+4,716
410
$2.98M ﹤0.01%
102,130
+8,124
411
$2.96M ﹤0.01%
34,109
412
$2.92M ﹤0.01%
201,894
+20,608
413
$2.92M ﹤0.01%
210,195
+21,253
414
$2.9M ﹤0.01%
89,647
+8,282
415
$2.89M ﹤0.01%
+25,374
416
$2.89M ﹤0.01%
49,644
+4,626
417
$2.87M ﹤0.01%
+107,251
418
$2.81M ﹤0.01%
13,674
+59
419
$2.77M ﹤0.01%
+59,812
420
$2.7M ﹤0.01%
70,703
421
$2.68M ﹤0.01%
277,382
422
$2.64M ﹤0.01%
114,741
423
$2.62M ﹤0.01%
71,931
-10,891
424
$2.6M ﹤0.01%
170,245
+17,404
425
$2.54M ﹤0.01%
45,100
+17,818
15 16
17
18 19