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
51
$383M 0.61%
15,926,949
+496,422
52
$374M 0.6%
47,319,680
+14,332
53
$355M 0.57%
20,718,010
-525,066
54
$351M 0.56%
103,337,539
-1,924,906
55
$338M 0.54%
8,144,260
-298,860
56
$328M 0.53%
+12,420,913
57
$327M 0.52%
4,181,686
+48,639
58
$325M 0.52%
3,266,538
+20,161
59
$323M 0.52%
9,059,921
+60,739
60
$299M 0.48%
9,618,525
+127,893
61
$282M 0.45%
1,516,305
-75,518
62
$274M 0.44%
1,588,436
+400,412
63
$271M 0.43%
10,430,858
+86,958
64
$259M 0.41%
1,402,994
-39,332
65
$252M 0.4%
2,873,092
+144,152
66
$230M 0.37%
2,159,458
-31,046
67
$223M 0.36%
27,762,810
-346,680
68
$221M 0.35%
4,612,001
-68,204
69
$217M 0.35%
2,581,462
+266,698
70
$213M 0.34%
15,044,446
+475,611
71
$211M 0.34%
1,291,779
+10,287
72
$203M 0.33%
31,369,497
+59,562
73
$190M 0.3%
17,751,759
+1,200,036
74
$184M 0.29%
5,530,224
+340,553
75
$141M 0.23%
2,728,895
-107,472