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

Top Sells

1
+$391M
2
+$104M
3
+$43.7M
4
FIGY
Barclays ETN+ FI Enhanced Global High Yield ETN
FIGY
+$37.7M
5
FBGX
UBS AG FI Enhanced Large Cap Growth ETN
FBGX
+$29.8M

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
501
$490K ﹤0.01%
+4,338
502
$478K ﹤0.01%
53,968
503
$472K ﹤0.01%
15,677
-3,434
504
$472K ﹤0.01%
3,167
-129
505
$461K ﹤0.01%
10,050
-82
506
$461K ﹤0.01%
5,112
-43
507
$457K ﹤0.01%
10,435
-341
508
$456K ﹤0.01%
8,476
+285
509
$452K ﹤0.01%
+26,996
510
$447K ﹤0.01%
38,364
+12,300
511
$444K ﹤0.01%
21,159
+99
512
$441K ﹤0.01%
8,197
-1,453
513
$439K ﹤0.01%
4,745
+76
514
$433K ﹤0.01%
+3,940
515
$429K ﹤0.01%
4,989
+746
516
$420K ﹤0.01%
7,059
-8,628
517
$419K ﹤0.01%
2,986
+151
518
$417K ﹤0.01%
4,716
-302
519
$411K ﹤0.01%
2,982
+192
520
$410K ﹤0.01%
6,591
-40
521
$396K ﹤0.01%
2,020
+629
522
$385K ﹤0.01%
4,428
-393
523
$380K ﹤0.01%
6,804
-2,082
524
$371K ﹤0.01%
37,826
-41
525
$369K ﹤0.01%
16,719
-1,354
19 20
21
22 23