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
126
$57.1M 0.11%
4,706,854
+58,647
127
$57M 0.11%
2,536,485
+36,647
128
$56.9M 0.11%
2,121,764
-3,499
129
$56.2M 0.1%
1,395,138
+732,437
130
$55M 0.1%
507,669
-793
131
$54.4M 0.1%
469,855
+295,079
132
$54.1M 0.1%
8,973,075
+48,939
133
$53.5M 0.1%
1,009,248
-61,658
134
$52.6M 0.1%
957,780
+42
135
$52.1M 0.1%
771,108
+5,326
136
$51.6M 0.1%
403,956
+62,721
137
$51.4M 0.1%
1,856,838
+10
138
$50.3M 0.09%
470,779
-409,048
139
$50M 0.09%
1,205,124
+3,386
140
$49.5M 0.09%
2,445,110
+115,313
141
$48.9M 0.09%
648,107
+12,047
142
$48.6M 0.09%
668,288
-12,896
143
$48.3M 0.09%
427,582
-11,533
144
$47.2M 0.09%
904,018
-19,247
145
$47M 0.09%
7,468,588
+1,579,579
146
$46.7M 0.09%
2,189,172
-5,057
147
$44.9M 0.08%
3,224,770
-117,122
148
$44.6M 0.08%
693,394
-49,890
149
$44.2M 0.08%
516,128
-13,706
150
$43.7M 0.08%
537,327
-2,424