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
176
$40.9M 0.07%
288,029
+32,391
177
$39M 0.06%
308,156
-13,760
178
$38.2M 0.06%
1,094,407
-140,355
179
$36.8M 0.06%
331,771
-5,514
180
$36.6M 0.06%
2,189,540
+166,060
181
$36.5M 0.06%
1,085,722
-4,542
182
$36.2M 0.06%
666,264
+12,534
183
$34.9M 0.06%
310,103
+4,209
184
$34.8M 0.06%
599,091
-67,850
185
$34M 0.05%
778,337
-44,824
186
$32.6M 0.05%
347,695
-30,650
187
$32.6M 0.05%
797,756
-13,466
188
$31.9M 0.05%
481,172
-33,546
189
$31.7M 0.05%
614,963
+58,114
190
$31.5M 0.05%
1,853,968
-23,546
191
$31.4M 0.05%
292,614
-138
192
$31.4M 0.05%
378,226
-15,336
193
$30.8M 0.05%
1,023,338
-10,446
194
$30.8M 0.05%
413,614
+20,487
195
$30.7M 0.05%
451,634
-3,862
196
$30.3M 0.05%
2,072,276
-16,413
197
$29.9M 0.05%
109,414
+7,527
198
$29.9M 0.05%
2,056,451
-18,801
199
$29.2M 0.05%
674,556
-42,455
200
$27.3M 0.04%
378,751
-48,500
6 7
8
9 10