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
201
$26.5M 0.04%
912,529
+12,943
202
$26.2M 0.04%
589,051
-43,335
203
$26M 0.04%
+2,060,889
204
$25.6M 0.04%
343,667
-23,694
205
$25.4M 0.04%
843,105
-14,709
206
$25.2M 0.04%
144,475
-6,799
207
$25.1M 0.04%
201,869
-1,619
208
$24.8M 0.04%
372,174
-17,809
209
$24.7M 0.04%
1,285,083
210
$23.5M 0.04%
285,355
+273,428
211
$23.5M 0.04%
597,674
-12,375
212
$23.2M 0.04%
169,448
-17,670
213
$22.8M 0.04%
346,040
-7,097
214
$22.7M 0.04%
262,046
-24,200
215
$22.5M 0.04%
420,290
-38,749
216
$21.5M 0.03%
350,958
-34,240
217
$21.5M 0.03%
441,284
+417,307
218
$21.3M 0.03%
642,735
-18,609
219
$20.8M 0.03%
681,917
+54,813
220
$20.8M 0.03%
456,200
-45,015
221
$20.7M 0.03%
263,189
+128,272
222
$20.6M 0.03%
995,412
+78,456
223
$20.6M 0.03%
376,956
-3,646
224
$20.5M 0.03%
411,040
-50,372
225
$20.2M 0.03%
469,322
+172,364
7 8
9
10 11