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
276
$4.61M 0.01%
58,925
+3,500
277
$4.55M 0.01%
209,920
+20,025
278
$4.5M 0.01%
176,112
-8,276,688
279
$4.21M 0.01%
164,672
-100
280
$4.2M 0.01%
58,940
+40
281
$3.89M 0.01%
150,500
282
$3.68M 0.01%
+171,800
283
$3.62M 0.01%
112,712
-3,805
284
$3.61M 0.01%
63,935
-3,763,981
285
$3.43M 0.01%
170,855
+6,365
286
$3.21M 0.01%
27,030
-26,346
287
$3.12M 0.01%
160,300
+34,500
288
$3.1M 0.01%
91,400
289
$3M 0.01%
61,350
290
$2.96M 0.01%
143,200
-51
291
$2.92M 0.01%
96,800
+4,000
292
$2.73M 0.01%
46,577
+3,443
293
$2.51M 0.01%
44,400
-30
294
$2.42M 0.01%
+52,400
295
$2.38M 0.01%
33,490
+6,419
296
$2.33M 0.01%
+153,434
297
$2.28M 0.01%
77,659
-11,766
298
$2.23M 0.01%
66,900
+17,775
299
$2.19M 0.01%
+214,250
300
$2.18M 0.01%
129,700
+1,670
10 11
12
13 14