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
426
$1.82M ﹤0.01%
35,248
+11,004
427
$1.8M ﹤0.01%
166,421
428
$1.78M ﹤0.01%
31,770
-1,734
429
$1.77M ﹤0.01%
41,900
+2,840
430
$1.77M ﹤0.01%
23,721
+2,595
431
$1.71M ﹤0.01%
54,670
+7,708
432
$1.69M ﹤0.01%
38,036
+13,236
433
$1.64M ﹤0.01%
243,211
434
$1.52M ﹤0.01%
62,862
-2,906
435
$1.52M ﹤0.01%
2,807
436
$1.35M ﹤0.01%
13,059
-725
437
$1.35M ﹤0.01%
19,572
438
$1.35M ﹤0.01%
20,950
439
$1.34M ﹤0.01%
48,981
440
$1.34M ﹤0.01%
37,600
-10,020
441
$1.34M ﹤0.01%
95,743
-31,348
442
$1.32M ﹤0.01%
16,823
+3,254
443
$1.31M ﹤0.01%
23,026
+3,468
444
$1.3M ﹤0.01%
22,648
445
$1.26M ﹤0.01%
14,818
-21
446
$1.24M ﹤0.01%
54,276
-11,253
447
$1.24M ﹤0.01%
66,918
-19,400
448
$1.2M ﹤0.01%
22,725
449
$1.15M ﹤0.01%
42,225
-1,348
450
$1.13M ﹤0.01%
48,829
-15,377