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
176
$32.7M 0.06%
558,504
+20,832
177
$32.6M 0.06%
1,910,954
+5,588
178
$32.2M 0.06%
1,590,418
+127,633
179
$31.8M 0.06%
339,967
+74,025
180
$31.7M 0.06%
2,262,291
-31,095
181
$31.5M 0.06%
2,095,569
-12,326
182
$31.4M 0.06%
699,271
+36,637
183
$31M 0.06%
281,401
-8,370
184
$30.7M 0.06%
1,822,200
-1,319
185
$30.3M 0.06%
272,991
+24,207
186
$30.1M 0.06%
1,802,418
+95
187
$28.8M 0.05%
530,112
-18,038
188
$28.5M 0.05%
404,497
-19,046
189
$28.4M 0.05%
215,250
-4,949
190
$28.1M 0.05%
238,764
-17,756
191
$28.1M 0.05%
448,458
-14,258
192
$27.4M 0.05%
352,068
-23,556
193
$27.1M 0.05%
302,225
+12,054
194
$26.6M 0.05%
573,538
+53,052
195
$26.5M 0.05%
1,759,320
+134,960
196
$26.5M 0.05%
400,544
-4,237
197
$26.5M 0.05%
432,934
-22,044
198
$26.3M 0.05%
1,111,849
+72,046
199
$25.7M 0.05%
101,919
+11,514
200
$25.5M 0.05%
192,793
-15,576