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
251
$7.59M 0.02%
115,555
+1,702
252
$7.56M 0.02%
183,369
+9,476
253
$7.5M 0.02%
178,962
+9,332
254
$7.49M 0.02%
86,495
-5,804,363
255
$7.44M 0.02%
889,455
+282,379
256
$7.13M 0.02%
+247,250
257
$6.88M 0.02%
157,198
258
$6.75M 0.02%
169,245
259
$6.7M 0.02%
67,573
-1,836
260
$6.6M 0.02%
51,926
+1,017
261
$6.55M 0.02%
96,926
+3,440
262
$6.5M 0.02%
76,239
+7,365
263
$6.45M 0.02%
48,297
+748
264
$6.28M 0.02%
176,490
+6,325
265
$6.25M 0.02%
110,985
266
$6.15M 0.02%
+155,443
267
$6.1M 0.02%
124,365
+7,604
268
$6.08M 0.02%
75,325
269
$5.83M 0.01%
474,190
+1,350
270
$5.8M 0.01%
434,422
+8,871
271
$5.75M 0.01%
133,573
-143
272
$5.58M 0.01%
124,146
-17,252
273
$5.5M 0.01%
99,510
-39,000
274
$5.24M 0.01%
35,455
-30,440
275
$5.13M 0.01%
691,056
+12,756