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
301
$2.18M 0.01%
52,882
-156,350
302
$2.13M 0.01%
41,900
303
$2.05M 0.01%
+22,903
304
$2.03M 0.01%
+60,800
305
$2M ﹤0.01%
11,875
-25,378
306
$1.87M ﹤0.01%
30,477
-26,643
307
$1.87M ﹤0.01%
65,925
308
$1.84M ﹤0.01%
23,835
+5,913
309
$1.7M ﹤0.01%
10
+2
310
$1.69M ﹤0.01%
49,193
-1,025,634
311
$1.67M ﹤0.01%
26,099
-314,582
312
$1.62M ﹤0.01%
32,455
-547,803
313
$1.61M ﹤0.01%
23,198
+7,201
314
$1.61M ﹤0.01%
+30,106
315
$1.57M ﹤0.01%
45,900
+10,150
316
$1.49M ﹤0.01%
8,175
-12,700
317
$1.33M ﹤0.01%
17,500
-21
318
$1.3M ﹤0.01%
26,770
-77,900
319
$1.26M ﹤0.01%
13,509
-3,570
320
$1.24M ﹤0.01%
12,795
321
$1.22M ﹤0.01%
47,561
-9,846
322
$1.21M ﹤0.01%
40,200
-60
323
$1.19M ﹤0.01%
14,188
-3,054
324
$1.11M ﹤0.01%
22,065
-1,035
325
$1.03M ﹤0.01%
11,260
-7,028