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
76
$136M 0.22%
2,160,308
-84,136
77
$135M 0.22%
+22,429,766
78
$135M 0.22%
1,446,213
-46,714
79
$135M 0.22%
23,439,336
+251,564
80
$124M 0.2%
2,101,000
-92,806
81
$120M 0.19%
3,166,443
-148,549
82
$120M 0.19%
2,401,083
-57,076
83
$114M 0.18%
1,311,977
-31,814
84
$112M 0.18%
2,204,231
-152,098
85
$111M 0.18%
1,569,661
-27,498
86
$110M 0.18%
4,008,322
-145,647
87
$109M 0.17%
1,739,544
-40,565
88
$108M 0.17%
2,027,506
-50,036
89
$108M 0.17%
1,547,816
-37,558
90
$105M 0.17%
3,142,116
-148,676
91
$105M 0.17%
10,796,852
+105,177
92
$101M 0.16%
1,354,648
-43,611
93
$99.6M 0.16%
12,743,836
+7,906
94
$98.4M 0.16%
+1,732,650
95
$94.5M 0.15%
2,205,157
-102,994
96
$93.9M 0.15%
587,461
+108,781
97
$93.7M 0.15%
512,624
-27,946
98
$92M 0.15%
2,258,652
+35,584
99
$91.7M 0.15%
1,124,209
-46,422
100
$89.6M 0.14%
4,057,062
-67,949
2 3
4
5 6