Ken Fisher

Ken Fisher Fisher Asset Management

AUM $293B
1-Year Est. Return 28.33%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.33%
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 +$518M
2 +$271M
3 +$254M
4
RTX icon
RTX Corp
RTX
+$233M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$211M

Top Sells

1 +$507M
2 +$298M
3 +$272M
4
ABV
COMPANHIA BEBIDA ADS EACH REPSTG 1 PFD SH
ABV
+$267M
5
BHP icon
BHP
BHP
+$226M

Sector Composition

1 Financials 18.1%
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
301
$2.13M 0.01%
41,900
302
$2.05M 0.01%
+22,903
303
$2.03M 0.01%
+60,800
304
$2M ﹤0.01%
11,875
-25,378
305
$1.87M ﹤0.01%
30,477
-26,643
306
$1.87M ﹤0.01%
65,925
307
$1.84M ﹤0.01%
23,835
+5,913
308
$1.7M ﹤0.01%
10
+2
309
$1.69M ﹤0.01%
49,193
-1,025,634
310
$1.67M ﹤0.01%
26,099
-314,582
311
$1.62M ﹤0.01%
32,455
-547,803
312
$1.61M ﹤0.01%
23,198
+7,201
313
$1.61M ﹤0.01%
+30,106
314
$1.57M ﹤0.01%
45,900
+10,150
315
$1.49M ﹤0.01%
8,175
-12,700
316
$1.33M ﹤0.01%
17,500
-21
317
$1.3M ﹤0.01%
26,770
-77,900
318
$1.26M ﹤0.01%
13,509
-3,570
319
$1.24M ﹤0.01%
12,795
320
$1.22M ﹤0.01%
47,561
-9,846
321
$1.21M ﹤0.01%
40,200
-60
322
$1.19M ﹤0.01%
14,188
-3,054
323
$1.11M ﹤0.01%
22,065
-1,035
324
$1.03M ﹤0.01%
11,260
-7,028
325
$1.03M ﹤0.01%
22,078
-947,320