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
501
$1.09M ﹤0.01%
33,578
-7,459
502
$1.06M ﹤0.01%
18,935
+1,182
503
$999K ﹤0.01%
80,872
+660
504
$993K ﹤0.01%
8,928
+2,478
505
$948K ﹤0.01%
15,917
506
$939K ﹤0.01%
39,108
-7,092
507
$933K ﹤0.01%
43,767
508
$931K ﹤0.01%
129,875
-27,260
509
$921K ﹤0.01%
191,108
510
$916K ﹤0.01%
49,087
+596
511
$887K ﹤0.01%
16,291
512
$856K ﹤0.01%
47,328
+13,338
513
$851K ﹤0.01%
9,828
+2,939
514
$830K ﹤0.01%
7,306
+244
515
$808K ﹤0.01%
11,796
+409
516
$798K ﹤0.01%
18,075
-800
517
$797K ﹤0.01%
6,608
-1,175
518
$783K ﹤0.01%
+42,814
519
$780K ﹤0.01%
+13,436
520
$779K ﹤0.01%
14,140
-2,823
521
$773K ﹤0.01%
+36,506
522
$769K ﹤0.01%
7,293
-1,327
523
$762K ﹤0.01%
19,016
+2,116
524
$761K ﹤0.01%
12,872
-953
525
$758K ﹤0.01%
4,984
-962