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
426
$1.57M ﹤0.01%
253,007
+67,435
427
$1.55M ﹤0.01%
57,652
-18,138
428
$1.54M ﹤0.01%
75,428
429
$1.54M ﹤0.01%
14,205
+7,367
430
$1.54M ﹤0.01%
13,617
-137
431
$1.52M ﹤0.01%
155,623
+39,406
432
$1.51M ﹤0.01%
164,202
433
$1.51M ﹤0.01%
20,950
434
$1.48M ﹤0.01%
31,472
-62,616
435
$1.43M ﹤0.01%
22,871
436
$1.42M ﹤0.01%
14,492
-311
437
$1.38M ﹤0.01%
+127,051
438
$1.35M ﹤0.01%
27,133
+3,506
439
$1.26M ﹤0.01%
24,522
-85,252
440
$1.25M ﹤0.01%
5
441
$1.22M ﹤0.01%
27,694
+5,911
442
$1.22M ﹤0.01%
10,069
+8,288
443
$1.22M ﹤0.01%
5,099
+1,051
444
$1.22M ﹤0.01%
194,867
+53,002
445
$1.2M ﹤0.01%
+125,714
446
$1.2M ﹤0.01%
155,875
447
$1.17M ﹤0.01%
61,011
+1,280
448
$1.15M ﹤0.01%
646
-71
449
$1.11M ﹤0.01%
9,438
-216
450
$1.11M ﹤0.01%
7,783