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
351
$458K ﹤0.01%
6,300
352
$453K ﹤0.01%
8,702
+1,728
353
$439K ﹤0.01%
6,061
-4,325
354
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7,514
-40
355
$434K ﹤0.01%
429
-215
356
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6,802
-5,579
357
$427K ﹤0.01%
1,774
+7
358
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27,282
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359
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7,387
-326
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10,305
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361
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4,980
-4,050
362
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4,909
363
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9,154
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364
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32,500
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365
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3,526
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366
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14,092
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368
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4,250
-1,536
369
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26,150
370
$324K ﹤0.01%
5,950
+15
371
$319K ﹤0.01%
4,029
-331
372
$317K ﹤0.01%
32,587
-21,633
373
$310K ﹤0.01%
5,755
+896
374
$309K ﹤0.01%
35,964
+2,172
375
$309K ﹤0.01%
32,372
+5,290