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
476
$1.44M ﹤0.01%
7,015
+1,701
477
$1.43M ﹤0.01%
23,921
+12,876
478
$1.41M ﹤0.01%
21,813
-9
479
$1.41M ﹤0.01%
245,459
+3,691
480
$1.4M ﹤0.01%
56,316
-1,336
481
$1.4M ﹤0.01%
4,512
+627
482
$1.37M ﹤0.01%
5
-1
483
$1.34M ﹤0.01%
17,450
-3,500
484
$1.34M ﹤0.01%
64,333
-1,664
485
$1.31M ﹤0.01%
+33,362
486
$1.31M ﹤0.01%
19,675
487
$1.29M ﹤0.01%
19,434
-3,471
488
$1.29M ﹤0.01%
+71,717
489
$1.29M ﹤0.01%
44,832
490
$1.28M ﹤0.01%
80,059
491
$1.26M ﹤0.01%
14,108
+1,648
492
$1.21M ﹤0.01%
6,171
-1,528
493
$1.16M ﹤0.01%
7,410
+504
494
$1.15M ﹤0.01%
22,311
+2,547
495
$1.14M ﹤0.01%
9,679
+1,137
496
$1.13M ﹤0.01%
+21,575
497
$1.11M ﹤0.01%
+9,105
498
$1.11M ﹤0.01%
10,792
+626
499
$1.1M ﹤0.01%
74,839
500
$1.09M ﹤0.01%
4,228
+494
18 19
20
21 22