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
76
$111M 0.21%
10,318,911
+249,001
77
$110M 0.2%
1,484,559
+6,220
78
$101M 0.19%
821,352
+518,228
79
$101M 0.19%
764,509
+8,139
80
$99.1M 0.18%
2,896,566
+41,874
81
$96.1M 0.18%
1,235,850
+7,487
82
$95.1M 0.18%
2,269,174
-21,084
83
$94.5M 0.18%
13,713,895
+557
84
$92.6M 0.17%
1,299,302
+31,908
85
$91.2M 0.17%
2,272,453
+40,000
86
$90.3M 0.17%
1,266,822
-6,934
87
$87.2M 0.16%
2,534,251
-7,116
88
$87M 0.16%
1,412,861
+2,081
89
$85.7M 0.16%
2,139,625
-5,466
90
$83.9M 0.16%
10,803,076
+290,497
91
$83M 0.15%
2,420,956
+3,631
92
$82.7M 0.15%
1,712,739
+749
93
$82.4M 0.15%
1,469,502
+45
94
$80.5M 0.15%
1,576,535
+5,975
95
$80.3M 0.15%
1,779,340
-7,036
96
$79.7M 0.15%
2,379,563
+42,258
97
$78.3M 0.15%
3,347,533
+62,895
98
$75.8M 0.14%
549,908
+640
99
$75.5M 0.14%
4,799,721
-471
100
$75.3M 0.14%
4,122,559
+69,249
2 3
4
5 6