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
151
$52.4M 0.08%
+5,124,531
152
$52M 0.08%
403,475
+3,764
153
$51.8M 0.08%
1,288,719
-66,483
154
$51.2M 0.08%
741,801
-15,681
155
$50.7M 0.08%
737,664
+15,968
156
$50.7M 0.08%
1,836,637
+16,309
157
$49.8M 0.08%
2,097,516
+145,140
158
$49.4M 0.08%
708,530
-20,772
159
$48.5M 0.08%
443,669
-31,509
160
$48.1M 0.08%
332,471
-5,811
161
$46.8M 0.08%
1,529,420
-17,821,649
162
$46.6M 0.07%
845,843
-21,862
163
$45.6M 0.07%
7,188,355
-1,087,966
164
$45.3M 0.07%
1,518,100
-52,481
165
$44.5M 0.07%
372,007
-22,767
166
$44.5M 0.07%
682,915
-13,654
167
$44.4M 0.07%
407,279
+120,494
168
$44.3M 0.07%
334,722
+24,341
169
$43.8M 0.07%
578,923
+2,030
170
$43.4M 0.07%
1,031,310
-11,350
171
$43.3M 0.07%
2,869,131
+2,424,953
172
$42.5M 0.07%
735,892
-50,117
173
$41.9M 0.07%
2,446,398
-62,812
174
$41.7M 0.07%
108,774
+33,283
175
$41.7M 0.07%
463,712
-26,392