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
276
$7.61M 0.02%
249,895
-2,731
277
$7.57M 0.02%
970,026
+62,112
278
$7.53M 0.02%
112,401
+1,982
279
$7.45M 0.02%
136,660
-26,600
280
$7.36M 0.02%
762,780
281
$7.27M 0.02%
194,245
+16,600
282
$7.25M 0.02%
109,364
+27,500
283
$6.79M 0.01%
32,878
-1,160
284
$6.78M 0.01%
62,325
285
$6.76M 0.01%
69,895
+1,150
286
$6.61M 0.01%
346,755
-6,025
287
$6.55M 0.01%
331,000
-1,055
288
$6.28M 0.01%
107,164
+9,900
289
$6.22M 0.01%
335,998
+282,875
290
$6.19M 0.01%
64,919
+12,200
291
$5.91M 0.01%
193,500
-3,900
292
$5.86M 0.01%
80,039
293
$5.84M 0.01%
612,864
-66,148
294
$5.78M 0.01%
37,662
-11,287
295
$5.77M 0.01%
228,280
+44,580
296
$5.75M 0.01%
117,289
-5,433
297
$5.55M 0.01%
90,680
-164
298
$5.41M 0.01%
113,284
-589
299
$5.17M 0.01%
150,131
+12,494
300
$5.1M 0.01%
179,898
+12,400