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
276
$9.53M 0.02%
144,693
-19,956
277
$9.42M 0.02%
303,000
-67,187
278
$9.24M 0.01%
114,787
-19,500
279
$9.21M 0.01%
341,830
-7,175
280
$9.19M 0.01%
185,480
+9,620
281
$8.98M 0.01%
204,347
-7,458
282
$8.64M 0.01%
460,000
283
$8.63M 0.01%
100,157
-12,297
284
$8.5M 0.01%
731,876
-96,500
285
$8.22M 0.01%
175,402
-17,226
286
$8.17M 0.01%
76,415
+6,653
287
$8.07M 0.01%
85,742
-6,970
288
$7.99M 0.01%
616,511
-46,300
289
$7.95M 0.01%
170,000
290
$7.86M 0.01%
151,521
-17,172
291
$7.76M 0.01%
117,135
-14,864
292
$7.57M 0.01%
369,604
-71,040
293
$7.36M 0.01%
203,700
-39,999
294
$7.27M 0.01%
136,268
+68,831
295
$7.22M 0.01%
183,633
+78,338
296
$7.2M 0.01%
195,801
-16,196
297
$7.12M 0.01%
173,457
+37,028
298
$6.71M 0.01%
49,459
299
$6.53M 0.01%
142,854
-3,375
300
$6.51M 0.01%
503,594
+164,630