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
126
$73.4M 0.1%
8,081,057
-304,322
127
$72.6M 0.1%
671,541
-10,532
128
$72.6M 0.1%
654,539
+109,596
129
$72.4M 0.1%
1,305,209
-16,214
130
$72.2M 0.1%
1,096,612
-14,285
131
$71.3M 0.1%
3,082,900
-15,671
132
$69.7M 0.1%
1,540,712
-17,680
133
$69.2M 0.1%
1,076,235
-3,611
134
$69.2M 0.1%
272,230
-17,573
135
$67.1M 0.09%
1,230,389
-18,330
136
$66M 0.09%
3,075,432
-26,986
137
$65.4M 0.09%
1,732,331
-23,580
138
$64.6M 0.09%
577,093
+125,737
139
$63.8M 0.09%
1,248,229
-10,415
140
$63.7M 0.09%
2,893,935
-33,025
141
$61.9M 0.09%
2,634,187
+133,847
142
$61.8M 0.09%
716,326
-8,320
143
$61.7M 0.09%
277,441
-2,148
144
$61.6M 0.09%
652,419
-83,690
145
$60.7M 0.09%
683,274
-3,245
146
$60.4M 0.08%
916,197
+174,209
147
$59.9M 0.08%
1,867,428
-113,685
148
$58.6M 0.08%
1,798,359
-28,594
149
$58.3M 0.08%
662,774
-4,187
150
$57.5M 0.08%
1,650,825
-207,483