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
451
$2.33M ﹤0.01%
39,852
+26,416
452
$2.3M ﹤0.01%
56,100
453
$2.25M ﹤0.01%
77,592
-8,959
454
$2.24M ﹤0.01%
66,398
-5,533
455
$2.2M ﹤0.01%
111,693
+15,190
456
$2.19M ﹤0.01%
121,069
+20,705
457
$2.13M ﹤0.01%
81,704
-13,667
458
$2.08M ﹤0.01%
108,400
459
$2.07M ﹤0.01%
161,433
+27,253
460
$1.96M ﹤0.01%
94,951
-22,197
461
$1.94M ﹤0.01%
74,839
462
$1.92M ﹤0.01%
70,106
-5,322
463
$1.92M ﹤0.01%
185,709
+31,041
464
$1.91M ﹤0.01%
1,098
+55
465
$1.87M ﹤0.01%
44,266
-801
466
$1.85M ﹤0.01%
87,905
+12,260
467
$1.85M ﹤0.01%
24,069
468
$1.82M ﹤0.01%
12,222
+995
469
$1.81M ﹤0.01%
303,692
+51,762
470
$1.8M ﹤0.01%
26,711
-5,966
471
$1.8M ﹤0.01%
6,688
+5,356
472
$1.79M ﹤0.01%
100,100
473
$1.77M ﹤0.01%
132,742
+18,340
474
$1.75M ﹤0.01%
57,508
-17,010
475
$1.74M ﹤0.01%
124,507
+25,984
17 18
19
20 21