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
401
$1.94M ﹤0.01%
36,864
-9,044
402
$1.94M ﹤0.01%
63,061
+19,009
403
$1.92M ﹤0.01%
58,709
+17,508
404
$1.91M ﹤0.01%
28,883
+8,150
405
$1.9M ﹤0.01%
34,054
+10,610
406
$1.88M ﹤0.01%
67,187
+24,346
407
$1.83M ﹤0.01%
46,637
408
$1.78M ﹤0.01%
49,736
+12,998
409
$1.77M ﹤0.01%
57,823
+17,306
410
$1.76M ﹤0.01%
+208,251
411
$1.74M ﹤0.01%
86,359
+26,195
412
$1.73M ﹤0.01%
85,454
+20,990
413
$1.72M ﹤0.01%
259,595
-39,325
414
$1.72M ﹤0.01%
118,341
+28,652
415
$1.72M ﹤0.01%
182,400
+57,376
416
$1.68M ﹤0.01%
87,042
-16,300
417
$1.66M ﹤0.01%
70,707
+17,395
418
$1.64M ﹤0.01%
103,850
+33,745
419
$1.64M ﹤0.01%
31,780
+8,046
420
$1.63M ﹤0.01%
79,179
+19,900
421
$1.61M ﹤0.01%
13,962
-2,421
422
$1.61M ﹤0.01%
71,540
+18,806
423
$1.6M ﹤0.01%
66,123
-14,577
424
$1.59M ﹤0.01%
87,424
+27,255
425
$1.57M ﹤0.01%
34,109
-4,473
15 16
17
18 19