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
326
$4.93M 0.01%
117,802
-8,998
327
$4.73M 0.01%
31,000
328
$4.48M 0.01%
70,096
+23,098
329
$4.47M 0.01%
27,298
-3,100
330
$4.34M 0.01%
42,300
331
$4.28M 0.01%
76,808
-10,000
332
$4.09M 0.01%
263,748
333
$3.98M 0.01%
93,855
+31,457
334
$3.81M 0.01%
82,669
+34,578
335
$3.75M 0.01%
103,117
+29,601
336
$3.71M 0.01%
62,098
+16,259
337
$3.56M 0.01%
106,723
-19,600
338
$3.52M 0.01%
62,369
-8,000
339
$3.51M 0.01%
21,103
-656
340
$3.5M 0.01%
121,240
+41,119
341
$3.47M 0.01%
53,340
+10,948
342
$3.46M 0.01%
242,203
343
$3.43M 0.01%
31,571
-10,239
344
$3.43M 0.01%
65,004
-12,425
345
$3.4M 0.01%
286,532
+96,336
346
$3.34M 0.01%
60,468
-1,408
347
$3.21M 0.01%
240,742
-900
348
$3.12M 0.01%
+40,755
349
$3.05M ﹤0.01%
79,180
-18,281
350
$3.05M ﹤0.01%
70,153
+10,919
12 13
14
15 16