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
$62.4B
AUM Growth
+$5.01B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
865
New
Increased
Reduced
Closed

Top Buys

1 +$609M
2 +$328M
3 +$267M
4
BABA icon
Alibaba
BABA
+$242M
5
ITUB icon
Itaú Unibanco
ITUB
+$135M

Top Sells

1 +$546M
2 +$280M
3 +$121M
4
MENT
Mentor Graphics Corp
MENT
+$63.3M
5
HTLD icon
Heartland Express
HTLD
+$45.4M

Sector Composition

1 Financials 19.45%
2 Technology 14.38%
3 Healthcare 12.14%
4 Consumer Discretionary 8.49%
5 Communication Services 7.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$20.2M 0.03%
123,020
-119
227
$20.1M 0.03%
685,475
+30,553
228
$20M 0.03%
492,314
-14,800
229
$19.8M 0.03%
604,212
-13,911
230
$19.8M 0.03%
507,193
-10,748
231
$19.4M 0.03%
+3,101,323
232
$19.4M 0.03%
10,091,179
233
$19.2M 0.03%
216,269
-23,511
234
$19.2M 0.03%
229,316
-19,342
235
$19.1M 0.03%
527,847
-80,030
236
$18.5M 0.03%
218,940
-40,646
237
$18.2M 0.03%
672,567
-12,831
238
$17.9M 0.03%
203,861
+11,303
239
$17.8M 0.03%
1,188,623
+207,377
240
$17M 0.03%
132,183
-8,675
241
$16.5M 0.03%
568,152
-21,140
242
$16.4M 0.03%
699,498
-3,652
243
$16.3M 0.03%
316,551
-501,019
244
$16.3M 0.03%
204,356
-24,046
245
$16.2M 0.03%
136,775
-14,901
246
$16.1M 0.03%
151,944
-2,318
247
$15.9M 0.03%
421,666
+30,614
248
$15M 0.02%
373,139
-16,100
249
$14.9M 0.02%
303,329
-22,247
250
$14.9M 0.02%
193,665
-18,508