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
551
$293K ﹤0.01%
4,413
+615
552
$288K ﹤0.01%
5,775
-512
553
$285K ﹤0.01%
+6,257
554
$280K ﹤0.01%
3,488
-621
555
$275K ﹤0.01%
1,896
556
$268K ﹤0.01%
14,971
-3,548
557
$267K ﹤0.01%
2,921
558
$262K ﹤0.01%
3,244
-321
559
$262K ﹤0.01%
2,889
+8
560
$258K ﹤0.01%
10,516
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561
$251K ﹤0.01%
+5,013
562
$242K ﹤0.01%
2,160
-100
563
$241K ﹤0.01%
1,591
564
$237K ﹤0.01%
17,194
565
$234K ﹤0.01%
+1,872
566
$234K ﹤0.01%
1,724
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567
$231K ﹤0.01%
+2,657
568
$228K ﹤0.01%
+4,268
569
$227K ﹤0.01%
12,300
570
$222K ﹤0.01%
3,351
571
$219K ﹤0.01%
80,520
-9,440
572
$218K ﹤0.01%
+5,494
573
$216K ﹤0.01%
+2,451
574
$215K ﹤0.01%
+16,497
575
$215K ﹤0.01%
3,896
-381