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
26
$620M 0.99%
5,650,020
+35,895
27
$615M 0.98%
5,497,671
+50,154
28
$614M 0.98%
32,654,156
+244,036
29
$611M 0.98%
6,223,373
+46,698
30
$599M 0.96%
37,527,776
+895,877
31
$594M 0.95%
5,505,442
+2,240,084
32
$576M 0.92%
10,041,310
+352,962
33
$571M 0.91%
12,615,505
+123,470
34
$565M 0.91%
4,892,720
+33,065
35
$531M 0.85%
14,409,583
+164,036
36
$530M 0.85%
15,693,906
+108,056
37
$530M 0.85%
7,723,349
+3,885,382
38
$523M 0.84%
11,724,599
+96,955
39
$505M 0.81%
9,575,893
+128,293
40
$502M 0.8%
8,394,274
+103,613
41
$483M 0.77%
9,819,740
+120,646
42
$458M 0.73%
10,798,577
+198,394
43
$455M 0.73%
6,831,787
+52,232
44
$444M 0.71%
3,245,562
-33,735
45
$436M 0.7%
7,192,383
+63,610
46
$434M 0.69%
1,888,367
-49,869
47
$411M 0.66%
3,855,430
+131,942
48
$392M 0.63%
3,651,370
+35,921
49
$389M 0.62%
3,755,903
-95,169
50
$386M 0.62%
4,703,805
+47,545