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
476
$753K ﹤0.01%
13,503
+2,785
477
$741K ﹤0.01%
125,727
+36,514
478
$740K ﹤0.01%
16,656
+1,862
479
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16,963
480
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13,572
-483
481
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8,575
482
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78,014
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483
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69,650
+15,525
484
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6,593
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485
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16,291
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7,680
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488
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31,650
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5,213
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30,067
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$527K ﹤0.01%
45,294
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495
$522K ﹤0.01%
16,731
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496
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8,954
497
$521K ﹤0.01%
+5,720
498
$514K ﹤0.01%
4,593
-231
499
$510K ﹤0.01%
6,889
+3,702
500
$508K ﹤0.01%
38,364
-233