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
176
$41.2M 0.06%
444,405
+521
177
$40.8M 0.06%
491,920
-247
178
$40M 0.06%
717,870
+23,291
179
$39.9M 0.06%
1,056,627
-12,725
180
$39.5M 0.06%
705,057
-7,505
181
$39.4M 0.06%
571,783
-9,664
182
$39.3M 0.06%
2,243,446
-25,245
183
$39.2M 0.06%
457,439
-32,866
184
$38.7M 0.05%
265,695
+1,766
185
$38.6M 0.05%
1,924,083
+131,676
186
$38M 0.05%
469,400
+9,245
187
$37.9M 0.05%
463,590
-4,728
188
$37.9M 0.05%
447,270
-18,682
189
$36.7M 0.05%
2,187,245
+130,634
190
$36.5M 0.05%
703,913
-389,485
191
$35.8M 0.05%
2,012,070
+92,070
192
$34.8M 0.05%
333,278
-2,421
193
$34.5M 0.05%
904,152
-7,190
194
$34.2M 0.05%
580,216
+534,919
195
$33.8M 0.05%
107,864
-1,265
196
$33.4M 0.05%
+2,343,733
197
$32.4M 0.05%
618,378
+19,015
198
$32.4M 0.05%
361,062
+2,113
199
$32.4M 0.05%
848,285
+63,839
200
$32.2M 0.05%
366,668
-3,325