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
101
$100M 0.14%
496,254
-4,438
102
$99.5M 0.14%
3,075,642
-25,418
103
$95.6M 0.13%
1,220,362
-12,315
104
$94.8M 0.13%
1,803,155
-18,280
105
$93.8M 0.13%
4,987,610
+166,653
106
$92.1M 0.13%
3,195,618
-14,474
107
$90.8M 0.13%
4,257,985
+82,604
108
$86.7M 0.12%
8,384,736
-100,159
109
$86.4M 0.12%
1,686,777
+13,327
110
$86.2M 0.12%
3,890,307
-41,925
111
$85M 0.12%
704,755
-6,962
112
$83.4M 0.12%
4,110,364
+421,203
113
$83.2M 0.12%
3,451,363
-35,883
114
$82.1M 0.12%
1,496,669
+148,849
115
$80.8M 0.11%
2,206,255
-6,871
116
$79.3M 0.11%
2,179,610
-52,981
117
$79M 0.11%
1,580,057
+100,325
118
$78.3M 0.11%
720,030
-34,465
119
$76.5M 0.11%
789,884
-10,575
120
$76M 0.11%
3,895,929
-46,414
121
$75.7M 0.11%
3,410,330
-29,564
122
$74.8M 0.1%
2,890,789
+500,583
123
$74.3M 0.1%
1,050,733
-13,234
124
$74.1M 0.1%
1,479,810
+2,275
125
$74M 0.1%
1,465,160
-13,284
3 4
5
6 7