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
51
$413M 0.58%
16,299,318
+369,961
52
$406M 0.57%
4,953,248
+222,520
53
$393M 0.55%
11,601,573
+519,717
54
$392M 0.55%
50,794,116
+1,819,198
55
$382M 0.54%
10,001,176
-189,054
56
$369M 0.52%
3,465,104
+79,989
57
$346M 0.48%
2,018,226
+67,528
58
$344M 0.48%
38,597,989
+2,063,847
59
$329M 0.46%
45,120,172
-1,930,384
60
$325M 0.46%
4,474,546
+135,881
61
$283M 0.4%
2,118,252
-16,805
62
$270M 0.38%
1,440,833
-958
63
$266M 0.37%
3,109,012
+119,491
64
$265M 0.37%
38,750,690
+14,955,849
65
$265M 0.37%
2,981,464
+2,635
66
$258M 0.36%
1,259,671
-30,242
67
$257M 0.36%
14,465,253
-652,222
68
$255M 0.36%
40,460,812
+16,887,092
69
$246M 0.34%
9,958,427
-578,003
70
$236M 0.33%
993,216
-55,156
71
$234M 0.33%
4,881,720
-102,920
72
$230M 0.32%
1,160,101
-14,646
73
$222M 0.31%
4,545,517
-24,972
74
$221M 0.31%
4,195,265
-3,430
75
$214M 0.3%
8,658,635
+376,777