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
201
$25.5M 0.05%
1,063,863
+33,828
202
$24.6M 0.05%
846,210
+75,942
203
$24.4M 0.05%
70,321
-5,416
204
$24.1M 0.04%
327,373
+28,698
205
$23.9M 0.04%
589,798
+365
206
$23.4M 0.04%
428,594
+28,818
207
$23.1M 0.04%
573,053
-13,811
208
$23.1M 0.04%
843,868
-1,461
209
$23M 0.04%
9,889,712
+3,225,099
210
$22.4M 0.04%
614,204
+352,539
211
$22.2M 0.04%
314,760
-3,636
212
$21.8M 0.04%
654,462
+91,617
213
$21.8M 0.04%
441,386
+55,056
214
$21.7M 0.04%
178,759
-9,886
215
$21.3M 0.04%
377,326
+791
216
$21.3M 0.04%
240,434
-10,189
217
$21.1M 0.04%
204,128
+5,968
218
$20.3M 0.04%
690,623
-2,257
219
$20.3M 0.04%
374,744
+29,697
220
$19.9M 0.04%
234,117
+38,860
221
$19.9M 0.04%
261,845
-14,169
222
$19.5M 0.04%
427,656
+55,200
223
$19.5M 0.04%
536,152
+5,152
224
$19.4M 0.04%
656,697
-7,320
225
$19.3M 0.04%
129,423
-4,535