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
$53.9B
AUM Growth
+$1.27B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
787
New
Increased
Reduced
Closed

Top Buys

1
+$345M
2
+$127M
3
+$93.4M
4
FIHD
UBS AG FI Enhanced Global High Yield ETN
FIHD
+$63.8M
5
AMX icon
America Movil
AMX
+$57.4M

Top Sells

1
+$391M
2
+$104M
3
+$43.7M
4
FIGY
Barclays ETN+ FI Enhanced Global High Yield ETN
FIGY
+$37.7M
5
FBGX
UBS AG FI Enhanced Large Cap Growth ETN
FBGX
+$29.8M

Sector Composition

1 Financials 17.08%
2 Healthcare 14.41%
3 Technology 13.36%
4 Consumer Discretionary 8.06%
5 Industrials 6.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$334M 0.62%
2,594,475
-149,235
52
$331M 0.62%
9,138,984
+350,323
53
$329M 0.61%
4,213,182
-60,488
54
$326M 0.6%
9,106,300
-419,000
55
$285M 0.53%
26,135,120
+2,258,395
56
$262M 0.49%
3,222,011
+140,787
57
$258M 0.48%
2,923,324
-130,598
58
$251M 0.47%
4,952,943
+95,620
59
$247M 0.46%
3,249,750
+77,695
60
$240M 0.45%
83,587,690
-684,325
61
$239M 0.44%
2,795,170
+220,451
62
$203M 0.38%
1,288,171
+61,509
63
$201M 0.37%
1,475,313
-1,846
64
$198M 0.37%
1,187,214
+128,026
65
$178M 0.33%
24,799,213
+1,739,596
66
$177M 0.33%
8,120,703
+5,851,457
67
$159M 0.3%
28,801,597
+2,306,612
68
$157M 0.29%
1,636,848
+20,874
69
$157M 0.29%
1,984,912
+238,524
70
$155M 0.29%
2,337,002
+21
71
$151M 0.28%
5,265,841
+385,018
72
$140M 0.26%
11,405,935
+4,673,804
73
$138M 0.26%
23,751,960
+1,576,979
74
$116M 0.22%
4,469,670
+526,085
75
$112M 0.21%
1,622,504
+8,584
1 2
3
4 5