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
101
$89.2M 0.14%
1,026,798
+14,087
102
$88M 0.14%
730,643
-12,734
103
$87.5M 0.14%
1,265,237
-36,124
104
$84.6M 0.14%
2,796,415
-69,652
105
$84.6M 0.14%
2,367,849
-43,245
106
$84.2M 0.13%
1,374,758
-18,164
107
$84.1M 0.13%
704,481
+14,550
108
$84M 0.13%
1,707,865
+33,034
109
$83.3M 0.13%
1,499,958
-9,258
110
$82.7M 0.13%
2,208,116
-71,426
111
$82.5M 0.13%
4,650,040
-159,274
112
$80.9M 0.13%
4,918,407
-185,305
113
$79.4M 0.13%
1,073,876
-119,290
114
$77.2M 0.12%
819,649
+8,581
115
$77.2M 0.12%
581,027
-16,748
116
$75.2M 0.12%
2,414,922
-88,823
117
$75M 0.12%
1,093,505
-61,892
118
$74.2M 0.12%
1,112,537
-65,821
119
$74.1M 0.12%
1,610,274
-106,060
120
$73.1M 0.12%
8,386,864
-47,634
121
$71.8M 0.11%
3,273,372
-45,550
122
$70.8M 0.11%
3,563,871
-116,061
123
$69.9M 0.11%
1,275,914
-58,122
124
$69.8M 0.11%
2,255,298
-148,994
125
$69.5M 0.11%
2,049,713
-39,089