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
576
$375K ﹤0.01%
14,710
+6,160
577
$363K ﹤0.01%
2,450
+67
578
$363K ﹤0.01%
6,752
-610
579
$354K ﹤0.01%
9,120
+3,376
580
$353K ﹤0.01%
10,286
+1,242
581
$350K ﹤0.01%
13,883
+20
582
$343K ﹤0.01%
6,988
+1,895
583
$337K ﹤0.01%
1,332
-1,316
584
$336K ﹤0.01%
+4,004
585
$333K ﹤0.01%
3,128
-83
586
$326K ﹤0.01%
6,253
+460
587
$318K ﹤0.01%
+2,326
588
$311K ﹤0.01%
3,394
-57
589
$310K ﹤0.01%
+5,053
590
$310K ﹤0.01%
2,649
-520
591
$306K ﹤0.01%
5,844
-33,800
592
$304K ﹤0.01%
6,067
+146
593
$301K ﹤0.01%
3,321
+244
594
$299K ﹤0.01%
+6,350
595
$292K ﹤0.01%
+4,646
596
$286K ﹤0.01%
14,353
+3,779
597
$284K ﹤0.01%
12,741
+1,508
598
$280K ﹤0.01%
+19,046
599
$279K ﹤0.01%
1,662
+27
600
$279K ﹤0.01%
2,280
+18