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
601
$274K ﹤0.01%
2,580
602
$273K ﹤0.01%
3,841
+10
603
$272K ﹤0.01%
+3,879
604
$272K ﹤0.01%
7,605
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605
$271K ﹤0.01%
4,202
-6,013
606
$270K ﹤0.01%
2,427
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607
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2,255
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$262K ﹤0.01%
17,800
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33,434
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11,400
-8,610
611
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85,644
612
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2,772
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619
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621
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1,265
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$237K ﹤0.01%
1,051
-19
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$235K ﹤0.01%
1,606
-290
624
$235K ﹤0.01%
23,330
+2,816
625
$233K ﹤0.01%
+20,000