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
451
$1.11M ﹤0.01%
75,428
452
$1.08M ﹤0.01%
5
-3
453
$1.05M ﹤0.01%
155,875
454
$1.02M ﹤0.01%
165,400
+64,700
455
$1.02M ﹤0.01%
164,202
456
$1M ﹤0.01%
413,527
457
$981K ﹤0.01%
52,945
-14,238
458
$978K ﹤0.01%
66,000
-148
459
$968K ﹤0.01%
102,719
-11,824
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$959K ﹤0.01%
11,749
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461
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4,486
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462
$902K ﹤0.01%
18,517
463
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-108
464
$897K ﹤0.01%
11,826
465
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32,145
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$881K ﹤0.01%
7,220
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$877K ﹤0.01%
183,185
468
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95,400
-162
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$871K ﹤0.01%
645
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470
$856K ﹤0.01%
3,594
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471
$855K ﹤0.01%
7,306
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$845K ﹤0.01%
19,040
-36
473
$835K ﹤0.01%
16,050
+305
474
$826K ﹤0.01%
3,245
-355
475
$804K ﹤0.01%
+52,561