Ken Fisher

Ken Fisher Fisher Asset Management

AUM $252B
1-Year Return 19.67%
 

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 Return
1 Year Return
+19.67%
3 Year Return
5 Year Return
10 Year 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
1
$1.73B 3.21%
13,927,259
+752,436
2
$1.5B 2.78%
39,691,820
-10,370,220
3
$1.36B 2.53%
10,658,687
-294,998
4
$1.33B 2.47%
10,845,150
-9,113
5
$1.15B 2.13%
33,437,655
-22,785
6
$1.14B 2.12%
8,443,411
-16,144
7
$1.13B 2.1%
14,823,960
+36,167
8
$1.1B 2.04%
45,259,760
-1,248
9
$1.01B 1.87%
6,534,250
+33,728
10
$962M 1.79%
18,300,756
+80,138
11
$911M 1.69%
18,955,345
-146,694
12
$872M 1.62%
13,996,473
-3,792
13
$869M 1.61%
13,287,250
-21,453
14
$867M 1.61%
8,674,051
+28,364
15
$842M 1.56%
24,967,156
+185,472
16
$814M 1.51%
6,166,605
-225,596
17
$807M 1.5%
5,607,595
+23,877
18
$795M 1.48%
29,241,549
+1,143,711
19
$729M 1.35%
11,734,142
-94,950
20
$724M 1.34%
19,906,380
+440,540
21
$694M 1.29%
8,093,915
+91,671
22
$687M 1.28%
5,393,010
+101,061
23
$686M 1.27%
5,175,020
+290,149
24
$683M 1.27%
19,856,887
+230,400
25
$607M 1.13%
21,926,188
-431,430