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
251
$14.1M 0.02%
65,229
+39,690
252
$14.1M 0.02%
116,753
+1,700
253
$13.8M 0.02%
413,905
-28,200
254
$13.8M 0.02%
225,640
-28,683
255
$13.7M 0.02%
231,021
-3,437
256
$13.6M 0.02%
705,753
-51,145
257
$12.8M 0.02%
82,301
-9,716
258
$12.8M 0.02%
+421,017
259
$12.8M 0.02%
515,182
-48,440
260
$12.3M 0.02%
844,077
-86,108
261
$12.1M 0.02%
386,362
-32,805
262
$12M 0.02%
413,020
-5,250
263
$11.9M 0.02%
164,067
-10,237
264
$11.8M 0.02%
205,570
+70,939
265
$11.8M 0.02%
497,455
+107,384
266
$11.2M 0.02%
98,065
-4,177
267
$11.2M 0.02%
70,288
-46,567
268
$10.8M 0.02%
158,001
+62,813
269
$10.8M 0.02%
158,711
-27,186
270
$10.6M 0.02%
145,882
-69
271
$10.6M 0.02%
324,351
-23,725
272
$9.93M 0.02%
488,451
-7,990
273
$9.91M 0.02%
333,452
-22,374
274
$9.82M 0.02%
241,967
-25,700
275
$9.81M 0.02%
288,775
-28,301