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
351
$3.04M ﹤0.01%
61,451
+20,809
352
$3M ﹤0.01%
73,100
+25,094
353
$2.95M ﹤0.01%
24,936
+8,522
354
$2.93M ﹤0.01%
70,386
+21,965
355
$2.9M ﹤0.01%
131,186
+44,985
356
$2.88M ﹤0.01%
188,626
+80,890
357
$2.79M ﹤0.01%
44,057
+8,103
358
$2.74M ﹤0.01%
52,012
+16,030
359
$2.72M ﹤0.01%
65,179
-6,111
360
$2.7M ﹤0.01%
79,972
+33,479
361
$2.64M ﹤0.01%
86,410
+36,663
362
$2.61M ﹤0.01%
66,888
+19,753
363
$2.59M ﹤0.01%
98,563
+59
364
$2.59M ﹤0.01%
212,800
365
$2.59M ﹤0.01%
70,637
366
$2.55M ﹤0.01%
52,000
367
$2.55M ﹤0.01%
13,613
+285
368
$2.5M ﹤0.01%
31,012
-6,625
369
$2.48M ﹤0.01%
95,773
+41,637
370
$2.48M ﹤0.01%
67,630
+23,666
371
$2.47M ﹤0.01%
119,357
+36,599
372
$2.45M ﹤0.01%
50,361
+17,910
373
$2.44M ﹤0.01%
163,094
+73,218
374
$2.41M ﹤0.01%
29,291
+368
375
$2.38M ﹤0.01%
60,514
+18,924
13 14
15
16 17