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
326
$1.03M ﹤0.01%
22,078
-947,320
327
$1.01M ﹤0.01%
8,434
+51
328
$962K ﹤0.01%
10,990
-147
329
$957K ﹤0.01%
10,677
-1,461
330
$914K ﹤0.01%
10,955
-2,225
331
$840K ﹤0.01%
7,462
-299
332
$813K ﹤0.01%
28,930
333
$765K ﹤0.01%
17,638
+3,763
334
$738K ﹤0.01%
15,937
+1,434
335
$736K ﹤0.01%
12,230
-2,498
336
$734K ﹤0.01%
19,070
-7,206
337
$677K ﹤0.01%
11,708
+3,317
338
$655K ﹤0.01%
7,237
-1,778
339
$651K ﹤0.01%
15,130
340
$630K ﹤0.01%
5,632
-781
341
$620K ﹤0.01%
7,426
+2,022
342
$565K ﹤0.01%
9,524
+520
343
$563K ﹤0.01%
11,265
-1,183
344
$558K ﹤0.01%
8,631
+78
345
$541K ﹤0.01%
8,000
-370
346
$514K ﹤0.01%
4,028
-751
347
$501K ﹤0.01%
13,800
-5,908
348
$469K ﹤0.01%
14,180
-7,132
349
$465K ﹤0.01%
9,776
-1,108
350
$459K ﹤0.01%
23,193
-26,383
12 13
14
15 16