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
26
$701M 0.98%
14,082,257
+443,799
27
$694M 0.97%
5,818,807
+111,246
28
$683M 0.96%
15,130,239
+319,363
29
$682M 0.96%
7,142,250
+185,136
30
$657M 0.92%
5,893,893
+118,615
31
$594M 0.83%
12,279,327
+224,727
32
$584M 0.82%
24,249,448
+867,454
33
$569M 0.8%
7,402,410
+141,787
34
$566M 0.79%
3,259,108
-3,649
35
$565M 0.79%
84,922,026
+3,471,174
36
$551M 0.77%
16,386,990
+310,873
37
$541M 0.76%
2,948,539
+43,541
38
$528M 0.74%
13,719,684
+191,938
39
$523M 0.73%
4,512,807
+82,471
40
$521M 0.73%
10,262,601
+235,093
41
$517M 0.73%
9,803,646
-318,889
42
$474M 0.67%
18,208,395
+647,370
43
$473M 0.66%
3,661,929
-37,789
44
$467M 0.65%
7,642,346
+201,223
45
$464M 0.65%
4,332,325
+186,852
46
$461M 0.65%
3,925,180
+126,060
47
$440M 0.62%
4,466,678
+54,436
48
$437M 0.61%
119,266,160
+2,673,114
49
$427M 0.6%
1,722,000
-28,991
50
$426M 0.6%
5,835,153
+5,760