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
551
$560K ﹤0.01%
8,729
+2,266
552
$559K ﹤0.01%
4,753
+1,142
553
$552K ﹤0.01%
8,840
+5,057
554
$531K ﹤0.01%
8,954
555
$480K ﹤0.01%
4,225
+1,212
556
$468K ﹤0.01%
22,947
+2,506
557
$459K ﹤0.01%
2,399
+365
558
$449K ﹤0.01%
+12,225
559
$445K ﹤0.01%
3,007
-89
560
$441K ﹤0.01%
5,804
-313
561
$440K ﹤0.01%
12,020
+2,884
562
$423K ﹤0.01%
19,988
+2,276
563
$419K ﹤0.01%
7,896
-350
564
$415K ﹤0.01%
8,008
+1,241
565
$414K ﹤0.01%
5,335
+2,107
566
$410K ﹤0.01%
+5,936
567
$407K ﹤0.01%
14,545
-248
568
$403K ﹤0.01%
6,101
-916
569
$402K ﹤0.01%
+3,202
570
$396K ﹤0.01%
9,735
+2,243
571
$389K ﹤0.01%
+5,238
572
$388K ﹤0.01%
6,015
-184
573
$383K ﹤0.01%
1,546
+201
574
$383K ﹤0.01%
21,110
+5,660
575
$375K ﹤0.01%
7,759
-1,736