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
301
$5.09M 0.01%
45,331
-13
302
$4.96M 0.01%
240,278
+64,380
303
$4.86M 0.01%
401,456
-2,153
304
$4.7M 0.01%
265,245
+57,450
305
$4.69M 0.01%
607,261
-70,304
306
$4.69M 0.01%
89,106
-7,834
307
$4.54M 0.01%
130,314
-33,499
308
$4.36M 0.01%
131,299
+74,780
309
$4.13M 0.01%
109,624
-6,616
310
$3.83M 0.01%
86,000
-1,400
311
$3.61M 0.01%
67,600
-1,550
312
$3.43M 0.01%
128,300
-1,390
313
$3.41M 0.01%
31,926
+546
314
$3.23M 0.01%
41,160
+60
315
$3.1M 0.01%
14,594
+11,767
316
$3.09M 0.01%
91,652
-22,950
317
$3.09M 0.01%
+88,774
318
$3.01M 0.01%
+88,333
319
$2.97M 0.01%
73,760
+18,785
320
$2.95M 0.01%
25,819
+1,024
321
$2.9M 0.01%
89,028
+761
322
$2.86M 0.01%
57,964
+1,945
323
$2.69M 0.01%
112,279
-576
324
$2.68M 0.01%
13,017
+7,536
325
$2.58M 0.01%
12,180
-700
11 12
13
14 15