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
476
$1.73M ﹤0.01%
94,595
-30,400
477
$1.64M ﹤0.01%
31,414
-366
478
$1.63M ﹤0.01%
7,403
+1,232
479
$1.62M ﹤0.01%
16,386
+841
480
$1.62M ﹤0.01%
23,033
+11,237
481
$1.61M ﹤0.01%
164,202
482
$1.61M ﹤0.01%
29,716
+8,141
483
$1.6M ﹤0.01%
19,365
-69
484
$1.59M ﹤0.01%
29,784
+5,863
485
$1.54M ﹤0.01%
23,767
-378
486
$1.53M ﹤0.01%
228,418
-17,041
487
$1.5M ﹤0.01%
98,792
+18,733
488
$1.49M ﹤0.01%
5
489
$1.48M ﹤0.01%
17,450
490
$1.43M ﹤0.01%
21,747
-564
491
$1.4M ﹤0.01%
8,115
+705
492
$1.39M ﹤0.01%
59,815
-4,518
493
$1.38M ﹤0.01%
19,675
494
$1.34M ﹤0.01%
44,832
495
$1.31M ﹤0.01%
4,167
-61
496
$1.31M ﹤0.01%
4,067
-445
497
$1.29M ﹤0.01%
13,671
-351
498
$1.24M ﹤0.01%
8,660
+3,256
499
$1.24M ﹤0.01%
36,431
-75
500
$1.16M ﹤0.01%
8,644
+2,757
18 19
20
21 22