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
301
$6.46M 0.01%
110,407
-8,000
302
$6.39M 0.01%
96,805
-8,175
303
$6.35M 0.01%
51,351
+3,805
304
$6.35M 0.01%
558,566
+54,332
305
$6.34M 0.01%
73,180
-13,537
306
$6.27M 0.01%
212,498
-37,411
307
$6.26M 0.01%
64,187
+12,130
308
$6.22M 0.01%
167,266
-15,900
309
$6.13M 0.01%
193,267
-17,474
310
$6.04M 0.01%
210,958
-49,435
311
$6.01M 0.01%
67,959
-13,595
312
$5.93M 0.01%
25,602
-1,984
313
$5.87M 0.01%
210,835
-30,895
314
$5.86M 0.01%
96,853
-9,527
315
$5.71M 0.01%
84,057
+220
316
$5.69M 0.01%
114,562
+5,336
317
$5.63M 0.01%
36,406
-6,859
318
$5.51M 0.01%
+70,689
319
$5.33M 0.01%
89,171
-9,680
320
$5.1M 0.01%
69,722
-13,000
321
$5.09M 0.01%
58,707
-8,721
322
$5.06M 0.01%
70,810
+346
323
$5.04M 0.01%
128,631
-17,254
324
$5.04M 0.01%
142,275
-13,400
325
$4.98M 0.01%
464,300
+10,075