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
426
$2.52M ﹤0.01%
+179,209
427
$2.51M ﹤0.01%
95,371
-2,873
428
$2.43M ﹤0.01%
117,148
+12,842
429
$2.34M ﹤0.01%
86,551
430
$2.31M ﹤0.01%
74,518
-13,966
431
$2.3M ﹤0.01%
65,302
-2,050
432
$2.28M ﹤0.01%
32,677
-32,185
433
$2.26M ﹤0.01%
+56,100
434
$2.23M ﹤0.01%
37,772
+5,228
435
$2.21M ﹤0.01%
124,995
-22,232
436
$2.21M ﹤0.01%
387,252
+46,682
437
$2.21M ﹤0.01%
119,427
-23,575
438
$2.2M ﹤0.01%
18,713
-3,600
439
$2.19M ﹤0.01%
+26,633
440
$2.18M ﹤0.01%
68,476
-839
441
$2.14M ﹤0.01%
19,270
+4,835
442
$2.12M ﹤0.01%
108,400
443
$2.12M ﹤0.01%
240,742
444
$2.06M ﹤0.01%
17,154
+1,096
445
$2.06M ﹤0.01%
32,610
+9,131
446
$2.02M ﹤0.01%
38,920
+347
447
$1.96M ﹤0.01%
96,503
+29,334
448
$1.94M ﹤0.01%
45,321
+6,441
449
$1.93M ﹤0.01%
+42,642
450
$1.93M ﹤0.01%
114,402
16 17
18
19 20