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
151
$54.5M 0.08%
374,972
+17,587
152
$54.2M 0.08%
637,691
-9,890
153
$54M 0.08%
6,089,914
+1,126,763
154
$52.6M 0.07%
307,838
+18,266
155
$52.5M 0.07%
329,670
-4,481
156
$52.2M 0.07%
488,661
-36,052
157
$52.2M 0.07%
333,982
+16,431
158
$51.5M 0.07%
928,746
-5,210
159
$50.7M 0.07%
1,005,255
-4,805
160
$50.7M 0.07%
642,326
+13,942
161
$50.4M 0.07%
419,791
+16,908
162
$50.2M 0.07%
674,037
-5,486
163
$49.7M 0.07%
734,027
-3,067
164
$49.4M 0.07%
110,518
+1,115
165
$48.8M 0.07%
452,156
-5,416
166
$48.6M 0.07%
7,547,634
+25,529
167
$47.1M 0.07%
808,074
+55,059
168
$46.9M 0.07%
620,882
-4,812
169
$46.1M 0.06%
1,057,146
+611
170
$45.9M 0.06%
1,495,260
+8,380
171
$45.6M 0.06%
815,270
-3,221
172
$45.4M 0.06%
321,219
+7,244
173
$44.6M 0.06%
677,935
-11,775
174
$41.8M 0.06%
447,855
-13,949
175
$41.6M 0.06%
2,378,688
-16,650