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
151
$43.4M 0.08%
1,329,820
+358,064
152
$42.7M 0.08%
361,838
+134,419
153
$42.5M 0.08%
2,545,230
-4,904
154
$42.3M 0.08%
451,726
-15,643
155
$41.9M 0.08%
879,336
+10,478
156
$40.5M 0.08%
281,583
+12,508
157
$40.5M 0.08%
1,006,730
-83,060
158
$40.2M 0.07%
2,235,992
-9,506
159
$40M 0.07%
737,502
+1,185
160
$39M 0.07%
1,806,122
+73,033
161
$38.6M 0.07%
1,048,332
-6,726
162
$38.5M 0.07%
446,493
-40,537
163
$38.3M 0.07%
819,805
-8,989
164
$38.2M 0.07%
762,411
-621
165
$38.1M 0.07%
689,419
166
$37.8M 0.07%
248,631
+13,250
167
$37.8M 0.07%
8,504,308
+739,542
168
$37M 0.07%
685,785
+30,025
169
$36.3M 0.07%
741,170
+3,177
170
$36.1M 0.07%
1,186,924
+11,093
171
$35.2M 0.07%
795,984
-6,669
172
$33.6M 0.06%
333,977
+121,530
173
$33.5M 0.06%
710,212
-203
174
$33.2M 0.06%
750,689
-533
175
$32.7M 0.06%
319,437
-2,323