Ken Fisher

Ken Fisher Fisher Asset Management

AUM $252B
1-Year Return 19.67%
 

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 Return
1 Year Return
+19.67%
3 Year Return
5 Year Return
10 Year 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
1
$2.33B 3.72%
19,719,973
+5,165,161
2
$1.8B 2.87%
40,495,120
+440,640
3
$1.67B 2.68%
46,553,580
+561,472
4
$1.44B 2.31%
9,993,600
-231,202
5
$1.38B 2.21%
11,093,898
+136,764
6
$1.35B 2.16%
15,163,968
+206,225
7
$1.27B 2.03%
8,649,798
+108,242
8
$1.23B 1.97%
18,652,532
+199,259
9
$1.22B 1.95%
13,889,188
-56,642
10
$1.12B 1.79%
34,528,545
+584,735
11
$1.01B 1.62%
18,221,151
-143,134
12
$1B 1.61%
8,846,672
+101,808
13
$988M 1.58%
6,066,085
-128,798
14
$984M 1.58%
6,024,796
+314,028
15
$958M 1.53%
13,562,746
+169,311
16
$953M 1.53%
25,364,691
+313,543
17
$953M 1.53%
5,717,964
+77,096
18
$926M 1.48%
28,189,434
+184,195
19
$908M 1.45%
21,427,260
+551,960
20
$861M 1.38%
10,879,001
+248,731
21
$854M 1.37%
36,184,100
+14,148
22
$743M 1.19%
8,265,762
+145,481
23
$727M 1.17%
20,167,657
+207,118
24
$665M 1.07%
4,657,953
-1,963,206
25
$641M 1.03%
4,572,168
+453,486