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
251
$11.1M 0.02%
274,096
+48,920
252
$11M 0.02%
130,307
-887
253
$10.7M 0.02%
382,962
-6,679
254
$10.4M 0.02%
291,332
+17,230
255
$10.4M 0.02%
143,615
+10,550
256
$10.1M 0.02%
235,019
-17,078
257
$10.1M 0.02%
194,593
+7,394
258
$9.98M 0.02%
133,259
+7,945
259
$9.86M 0.02%
116,355
+39,275
260
$9.71M 0.02%
180,176
+9,660
261
$9.61M 0.02%
507,815
+47,305
262
$9.48M 0.02%
134,829
-24,246
263
$9.46M 0.02%
598,242
+29,514
264
$9.25M 0.02%
876,343
-25,450
265
$9.17M 0.02%
155,834
-91
266
$9.12M 0.02%
184,244
-18,751
267
$8.94M 0.02%
256,425
+2,589
268
$8.67M 0.02%
149,435
-73,660
269
$8.67M 0.02%
111,895
-27,632
270
$8.66M 0.02%
68,904
-14,930
271
$8.63M 0.02%
212,965
-1,400
272
$8.53M 0.02%
316,201
-43,639
273
$8.32M 0.02%
126,196
-10,810
274
$8.21M 0.02%
121,890
-15,875
275
$8.17M 0.02%
365,933
-71,881