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
26
$591M 1.1%
5,425,720
+62,787
27
$591M 1.1%
6,965,217
-202,551
28
$572M 1.06%
43,263,628
+167,440
29
$565M 1.05%
18,368,596
+1,137,699
30
$565M 1.05%
13,638,183
+91,233
31
$559M 1.04%
32,874,336
+1,100,000
32
$524M 0.97%
9,685,805
+129,073
33
$524M 0.97%
7,101,823
+85,421
34
$511M 0.95%
9,384,700
+58,416
35
$510M 0.95%
12,055,501
+35,754
36
$503M 0.93%
4,909,612
+76,167
37
$481M 0.89%
6,163,293
+72,681
38
$479M 0.89%
10,518,879
+153,438
39
$466M 0.87%
11,438,563
+67,952
40
$457M 0.85%
15,517,314
+119,242
41
$429M 0.8%
47,335,306
+2,133,044
42
$425M 0.79%
4,529,413
-7,069
43
$410M 0.76%
9,814,889
+492,598
44
$409M 0.76%
14,771,495
+179,709
45
$401M 0.74%
7,083,794
+64,044
46
$400M 0.74%
3,919,471
+69,839
47
$393M 0.73%
31,407,907
+1,128,110
48
$386M 0.72%
3,509,419
+265,021
49
$386M 0.72%
3,659,696
+21,769
50
$365M 0.68%
14,792,415
+13,957,179