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
126
$67.6M 0.11%
2,911,730
-48,302
127
$66.4M 0.11%
646,422
-9,922
128
$64.3M 0.1%
1,159,417
-17,421
129
$62.8M 0.1%
3,067,232
-25,030
130
$62.8M 0.1%
3,415,144
-94,820
131
$62.1M 0.1%
8,632,282
-206,714
132
$61.8M 0.1%
956,256
+23,491
133
$61.1M 0.1%
2,600,287
-97,731
134
$60.9M 0.1%
1,227,873
-47,065
135
$60.9M 0.1%
506,256
-21,180
136
$60.2M 0.1%
+3,212,341
137
$59.9M 0.1%
698,178
-5,681
138
$59.8M 0.1%
1,921,092
-29,907
139
$59.1M 0.09%
475,570
+301,284
140
$57.6M 0.09%
689,850
-15,575
141
$56.5M 0.09%
667,509
-16,615
142
$56.1M 0.09%
648,926
+219,170
143
$55.3M 0.09%
1,408,151
-38,339
144
$54.7M 0.09%
274,356
-9,269
145
$54.7M 0.09%
537,514
-15,924
146
$54.1M 0.09%
4,097,127
-93,818
147
$54.1M 0.09%
754,633
+644,110
148
$52.6M 0.08%
663,691
-20,978
149
$52.6M 0.08%
297,568
+3,673
150
$52.4M 0.08%
696,363
-22,784
4 5
6
7 8