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
$48.4B
AUM Growth
+$1.46B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
663
New
Increased
Reduced
Closed

Top Buys

1 +$422M
2 +$250M
3 +$244M
4
ABB
ABB Ltd
ABB
+$157M
5
TCOM icon
Trip.com Group
TCOM
+$97.9M

Top Sells

1 +$663M
2 +$221M
3 +$162M
4
BF
BASF AKTIENGESELLT ADS(RP1 ORD
BF
+$84M
5
BHP icon
BHP
BHP
+$52.3M

Sector Composition

1 Financials 21.7%
2 Healthcare 13.73%
3 Technology 13.21%
4 Industrials 7.16%
5 Consumer Discretionary 6.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$14.6M 0.03%
334,480
-4,900
227
$14.4M 0.03%
177,909
-3,482
228
$13.9M 0.03%
405,446
+6,019
229
$13.8M 0.03%
569,241
+48,143
230
$13.7M 0.03%
142,036
+1,282
231
$13.7M 0.03%
501,428
+18,100
232
$13.5M 0.03%
346,923
+339,566
233
$13.4M 0.03%
+367,984
234
$13.3M 0.03%
434,556
-4,366
235
$13.2M 0.03%
748,243
+644,864
236
$13.1M 0.03%
181,632
+7,879
237
$13M 0.03%
361,224
-6,701
238
$13M 0.03%
+36,241
239
$12.8M 0.03%
114,778
-8,506
240
$12.7M 0.03%
292,616
+18,894
241
$12.7M 0.03%
584,456
+19,275
242
$12.5M 0.03%
146,137
-13,702
243
$12.5M 0.03%
250,787
-5,290
244
$12.5M 0.03%
207,390
+90,495
245
$12.2M 0.03%
135,278
-34,414
246
$12.1M 0.03%
208,410
+200
247
$11.9M 0.02%
246,855
-11,641
248
$11.6M 0.02%
214,616
-2,727
249
$11.2M 0.02%
389,535
-813
250
$11.1M 0.02%
236,258
-26,100