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
$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
1
$2.67B 3.75%
22,053,892
+1,022,960
2
$1.78B 2.49%
10,288,095
-30,778
3
$1.69B 2.37%
35,108,100
+1,097,880
4
$1.68B 2.36%
15,971,471
+355,320
5
$1.68B 2.35%
43,553,612
+1,319,176
6
$1.59B 2.22%
9,784,255
-95,741
7
$1.53B 2.15%
11,797,674
+298,259
8
$1.33B 1.87%
6,759,106
+339,907
9
$1.27B 1.79%
33,909,955
-561,326
10
$1.25B 1.76%
37,017,322
+1,144,050
11
$1.22B 1.72%
16,441,861
+436,655
12
$1.16B 1.63%
5,932,365
-57,794
13
$1.04B 1.47%
11,547,390
+300,042
14
$1.04B 1.45%
21,286,760
+856,640
15
$922M 1.29%
5,696,975
+523,921
16
$896M 1.26%
5,480,689
+153,547
17
$810M 1.14%
21,270,187
+478,832
18
$808M 1.13%
8,880,232
+244,403
19
$759M 1.07%
10,777,529
+356,780
20
$758M 1.06%
15,721,366
-555,582
21
$724M 1.01%
6,599,155
+136,874
22
$708M 0.99%
41,303,205
+1,136,180
23
$707M 0.99%
24,824,481
+1,121,862
24
$703M 0.99%
38,178,130
+2,168,788
25
$703M 0.99%
20,620,341
+15,686,074