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
$76.6B
AUM Growth
+$5.26B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
984
New
Increased
Reduced
Closed

Top Buys

1
+$413M
2
+$293M
3
+$260M
4
UN
Unilever NV New York Registry Shares
UN
+$215M
5
FIHD
UBS AG FI Enhanced Global High Yield ETN
FIHD
+$127M

Top Sells

1
+$467M
2
+$287M
3
+$246M
4
JPM icon
JPMorgan Chase
JPM
+$243M
5
CMCSA icon
Comcast
CMCSA
+$233M

Sector Composition

1 Financials 17.23%
2 Technology 13.84%
3 Healthcare 11.95%
4 Consumer Discretionary 8.3%
5 Consumer Staples 5.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$4.04M 0.01%
113,081
+10,951
402
$3.86M 0.01%
34,109
403
$3.79M 0.01%
200,252
+21,043
404
$3.77M ﹤0.01%
107,851
+600
405
$3.75M ﹤0.01%
90,694
+57,332
406
$3.71M ﹤0.01%
136,211
407
$3.69M ﹤0.01%
25,139
-2,518
408
$3.68M ﹤0.01%
37,922
+22
409
$3.63M ﹤0.01%
124,882
+10,141
410
$3.58M ﹤0.01%
47,844
+3,804
411
$3.56M ﹤0.01%
121,257
+3,683
412
$3.51M ﹤0.01%
150,133
+14,358
413
$3.5M ﹤0.01%
81,398
-2,247
414
$3.49M ﹤0.01%
116,953
-7,718
415
$3.46M ﹤0.01%
105,349
-899
416
$3.42M ﹤0.01%
81,315
+7,158
417
$3.39M ﹤0.01%
219,343
+9,148
418
$3.38M ﹤0.01%
54,948
+5,304
419
$3.32M ﹤0.01%
23,000
-2,169
420
$3.31M ﹤0.01%
164,346
-23,341
421
$3.29M ﹤0.01%
139,832
-26,280
422
$3.28M ﹤0.01%
240,418
+8,941
423
$3.26M ﹤0.01%
47,961
+21,328
424
$3.25M ﹤0.01%
12,196
+5,627
425
$3.15M ﹤0.01%
170,000
15 16
17
18 19