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
201
$32.2M 0.05%
504,493
-2,534
202
$32.1M 0.05%
+286,849
203
$31.2M 0.04%
1,459,845
-19,833
204
$30.6M 0.04%
395,746
+46,456
205
$30.5M 0.04%
476,683
-46,423
206
$30.3M 0.04%
+1,494,038
207
$29.3M 0.04%
704,159
+1,418
208
$29M 0.04%
1,974,248
-115,886
209
$29M 0.04%
125,595
+33,913
210
$28.6M 0.04%
482,756
-5,224
211
$28.4M 0.04%
655,204
+43,186
212
$28.3M 0.04%
989,223
-8,250
213
$28.3M 0.04%
816,427
-13,769
214
$27.8M 0.04%
158,647
-3,989
215
$27.8M 0.04%
773,490
-6,065
216
$27.4M 0.04%
1,159,233
-125,850
217
$27.1M 0.04%
336,624
-41,590
218
$27M 0.04%
528,919
+36,717
219
$26.9M 0.04%
410,489
-6,598
220
$26.4M 0.04%
1,113,582
+54,444
221
$25.2M 0.04%
224,197
-32,871
222
$24.5M 0.03%
544,995
-71,792
223
$24.1M 0.03%
129,392
+2,855
224
$24.1M 0.03%
4,319,740
+1,040,841
225
$23.6M 0.03%
542,567
+133,503