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
376
$2.35M ﹤0.01%
404,894
-108,938
377
$2.33M ﹤0.01%
258,254
+88,398
378
$2.32M ﹤0.01%
97,182
+24,308
379
$2.27M ﹤0.01%
152,947
+21,289
380
$2.26M ﹤0.01%
34,836
+12,290
381
$2.25M ﹤0.01%
118,928
+49,288
382
$2.25M ﹤0.01%
134,079
+40,074
383
$2.22M ﹤0.01%
31,226
+11,122
384
$2.21M ﹤0.01%
143,002
+16,950
385
$2.21M ﹤0.01%
90,043
+31,616
386
$2.2M ﹤0.01%
108,700
-28,700
387
$2.19M ﹤0.01%
151,055
+51,731
388
$2.17M ﹤0.01%
112,947
+39,635
389
$2.13M ﹤0.01%
45,659
-7,780
390
$2.12M ﹤0.01%
38,090
-3,438
391
$2.11M ﹤0.01%
53,258
+19,093
392
$2.09M ﹤0.01%
66,510
-3,686
393
$2.08M ﹤0.01%
33,164
-1,911
394
$2.03M ﹤0.01%
144,417
+63,828
395
$2.02M ﹤0.01%
68,899
-11,720
396
$2.01M ﹤0.01%
15,050
+133
397
$1.98M ﹤0.01%
82,845
+25,419
398
$1.98M ﹤0.01%
49,092
+14,977
399
$1.95M ﹤0.01%
22,307
+2,619
400
$1.94M ﹤0.01%
26,509
-380
14 15
16
17 18