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

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
101
$71.7M 0.13%
687,318
+9,133
102
$70.1M 0.13%
3,111,734
+105,971
103
$69.9M 0.13%
3,563,082
+131,724
104
$68.1M 0.13%
4,025,889
+27,287
105
$67.6M 0.13%
1,313,318
-5,816
106
$67.4M 0.13%
3,235,548
+144,472
107
$65.7M 0.12%
2,908,409
-2,534
108
$65.5M 0.12%
2,401,777
-18,091
109
$64.3M 0.12%
1,078,206
-13,188
110
$63.9M 0.12%
1,106,477
+3,489
111
$63.6M 0.12%
796,773
+229,193
112
$63.3M 0.12%
634,769
-1,808
113
$62.5M 0.12%
1,305,602
-641
114
$62.1M 0.12%
687,393
-7,957
115
$62M 0.12%
641,419
+2,677
116
$61.9M 0.11%
1,497,714
+111,373
117
$61.4M 0.11%
569,253
+7,227
118
$61.3M 0.11%
1,405,758
-900
119
$61.3M 0.11%
3,033,796
-19,296
120
$60.5M 0.11%
1,015,706
+209,599
121
$60M 0.11%
4,182,839
+105,890
122
$59.8M 0.11%
3,708,830
+151,347
123
$59.4M 0.11%
1,282,521
-9,601
124
$59M 0.11%
345,673
+950
125
$57.8M 0.11%
1,859,896
+19,953