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
$40.6B
AUM Growth
+$2.07B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
585
New
Increased
Reduced
Closed

Top Buys

1 +$561M
2 +$537M
3 +$260M
4
BAC icon
Bank of America
BAC
+$245M
5
RTX icon
RTX Corp
RTX
+$242M

Top Sells

1 +$503M
2 +$309M
3 +$296M
4
ABV
COMPANHIA BEBIDA ADS EACH REPSTG 1 PFD SH
ABV
+$279M
5
BHP icon
BHP
BHP
+$234M

Sector Composition

1 Financials 19.42%
2 Technology 14.63%
3 Healthcare 12.33%
4 Consumer Discretionary 7.86%
5 Industrials 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$9.98M 0.02%
197,279
+21,263
227
$9.83M 0.02%
208,445
+16,000
228
$9.81M 0.02%
266,125
+7,125
229
$9.68M 0.02%
392,547
-749,022
230
$9.64M 0.02%
510,615
-10,625
231
$9.43M 0.02%
474,943
-25,405
232
$9.38M 0.02%
455,239
-169,370
233
$9.34M 0.02%
83,464
-2,325
234
$9.32M 0.02%
202,475
-10,775
235
$9.3M 0.02%
379,650
+2,750
236
$8.96M 0.02%
139,438
+124
237
$8.93M 0.02%
231,680
-48
238
$8.68M 0.02%
285,075
+13,150
239
$8.67M 0.02%
143,016
+13,500
240
$8.64M 0.02%
158,860
+7,300
241
$8.36M 0.02%
147,239
-11,445
242
$8.35M 0.02%
281,571
+13,975
243
$8.27M 0.02%
434,195
+40,600
244
$8.2M 0.02%
240,064
+13,376
245
$8.13M 0.02%
250,600
+21,600
246
$8.04M 0.02%
644,958
+72,024
247
$8.03M 0.02%
152,446
-19,978
248
$7.93M 0.02%
188,160
-11,000
249
$7.88M 0.02%
106,010
250
$7.83M 0.02%
1,000,591
+40,468