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
501
$1.14M ﹤0.01%
130,900
+1,025
502
$1.13M ﹤0.01%
12,705
-1,403
503
$1.13M ﹤0.01%
19,236
+301
504
$1.11M ﹤0.01%
+10,283
505
$1.09M ﹤0.01%
9,427
-252
506
$1.07M ﹤0.01%
8,607
+6,352
507
$1.06M ﹤0.01%
6,494
-521
508
$1.06M ﹤0.01%
6,960
+4,510
509
$1.05M ﹤0.01%
25,640
-19,681
510
$1.03M ﹤0.01%
27,485
+5,672
511
$1.02M ﹤0.01%
158,476
-90,100
512
$1.01M ﹤0.01%
191,108
513
$1M ﹤0.01%
44,075
+308
514
$976K ﹤0.01%
14,140
515
$966K ﹤0.01%
39,972
+864
516
$953K ﹤0.01%
82,376
+1,504
517
$949K ﹤0.01%
15,940
+23
518
$922K ﹤0.01%
12,410
+3,463
519
$919K ﹤0.01%
14,377
+1,505
520
$884K ﹤0.01%
6,733
+125
521
$861K ﹤0.01%
18,535
-481
522
$855K ﹤0.01%
7,499
+193
523
$854K ﹤0.01%
49,087
524
$842K ﹤0.01%
13,154
+3,326
525
$838K ﹤0.01%
5,321
-677
19 20
21
22 23