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
451
$1.92M ﹤0.01%
14,560
-214
452
$1.91M ﹤0.01%
1,043
+48
453
$1.91M ﹤0.01%
343,595
454
$1.9M ﹤0.01%
+35,190
455
$1.9M ﹤0.01%
248,576
-7,630
456
$1.9M ﹤0.01%
75,428
-191
457
$1.88M ﹤0.01%
+75,645
458
$1.86M ﹤0.01%
+15,545
459
$1.85M ﹤0.01%
24,069
-4,814
460
$1.85M ﹤0.01%
251,930
+89,808
461
$1.82M ﹤0.01%
+98,523
462
$1.8M ﹤0.01%
22,574
+745
463
$1.8M ﹤0.01%
+101,043
464
$1.74M ﹤0.01%
154,668
+16,650
465
$1.7M ﹤0.01%
45,067
+6,624
466
$1.67M ﹤0.01%
31,780
-6,164
467
$1.67M ﹤0.01%
264,744
468
$1.65M ﹤0.01%
6,569
-4,755
469
$1.65M ﹤0.01%
134,180
470
$1.64M ﹤0.01%
14,022
-1,510
471
$1.62M ﹤0.01%
+100,364
472
$1.59M ﹤0.01%
164,202
-642
473
$1.49M ﹤0.01%
100,100
474
$1.48M ﹤0.01%
11,227
+8,698
475
$1.45M ﹤0.01%
24,145
+1,675