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
76
$214M 0.3%
21,604,700
+1,434,673
77
$195M 0.27%
27,341,460
-655,710
78
$189M 0.27%
30,573,124
-659,345
79
$188M 0.26%
5,198,303
-198
80
$174M 0.24%
5,555,607
-323,681
81
$172M 0.24%
1,113,557
+302,083
82
$169M 0.24%
25,636,847
+2,174,227
83
$151M 0.21%
2,533,422
-28,463
84
$136M 0.19%
1,539,157
+45,191
85
$135M 0.19%
1,387,982
-17,252
86
$125M 0.18%
2,893,867
+434,574
87
$125M 0.18%
1,991,402
-53,234
88
$120M 0.17%
2,126,474
-21,442
89
$117M 0.16%
13,677,248
+644,694
90
$113M 0.16%
11,230,938
+451,832
91
$112M 0.16%
1,324,145
+10,211
92
$112M 0.16%
1,513,963
-10,913
93
$111M 0.16%
3,117,867
+44,851
94
$109M 0.15%
558,360
-17,171
95
$104M 0.15%
1,682,957
-11,252
96
$104M 0.15%
2,163,479
-26,930
97
$103M 0.14%
2,245,385
-40,674
98
$102M 0.14%
1,062,304
-36,855
99
$101M 0.14%
2,188,448
-18,652
100
$101M 0.14%
1,099,558
+27,495