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
451
$1.1M ﹤0.01%
4,117
+486
452
$1.09M ﹤0.01%
4,640
-711
453
$1.06M ﹤0.01%
+35,564
454
$1.05M ﹤0.01%
6,414
-1,162
455
$1.01M ﹤0.01%
72,000
456
$1M ﹤0.01%
78,742
-22,103
457
$993K ﹤0.01%
62,148
+17,871
458
$986K ﹤0.01%
34,283
-136,582
459
$982K ﹤0.01%
253,676
+5,100
460
$926K ﹤0.01%
15,201
461
$922K ﹤0.01%
97,632
+18,604
462
$889K ﹤0.01%
15,917
463
$884K ﹤0.01%
18,575
-1,150
464
$882K ﹤0.01%
89,642
+1,800
465
$871K ﹤0.01%
17,381
-272
466
$861K ﹤0.01%
30,422
-21,600
467
$860K ﹤0.01%
45,804
+990
468
$851K ﹤0.01%
215,325
+58,808
469
$830K ﹤0.01%
14,217
+2,052
470
$823K ﹤0.01%
+44,779
471
$821K ﹤0.01%
7,215
+1,717
472
$820K ﹤0.01%
7,148
-12
473
$757K ﹤0.01%
44,363
+8,200
474
$756K ﹤0.01%
5,833
-1,800
475
$754K ﹤0.01%
4,493
-234
17 18
19
20 21