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
351
$453K ﹤0.01%
8,702
+1,728
352
$439K ﹤0.01%
6,061
-4,325
353
$439K ﹤0.01%
7,514
-40
354
$434K ﹤0.01%
429
-215
355
$429K ﹤0.01%
6,802
-5,579
356
$427K ﹤0.01%
1,774
+7
357
$423K ﹤0.01%
27,282
-29,190
358
$393K ﹤0.01%
7,387
-326
359
$389K ﹤0.01%
10,305
-4,331
360
$384K ﹤0.01%
4,980
-4,050
361
$382K ﹤0.01%
4,909
362
$377K ﹤0.01%
9,154
+1,531
363
$369K ﹤0.01%
32,500
-3
364
$360K ﹤0.01%
3,526
+48
365
$347K ﹤0.01%
+7,242
366
$332K ﹤0.01%
14,092
-8,363
367
$329K ﹤0.01%
4,250
-1,536
368
$328K ﹤0.01%
26,150
369
$324K ﹤0.01%
5,950
+15
370
$319K ﹤0.01%
4,029
-331
371
$317K ﹤0.01%
32,587
-21,633
372
$310K ﹤0.01%
5,755
+896
373
$309K ﹤0.01%
35,964
+2,172
374
$309K ﹤0.01%
32,372
+5,290
375
$304K ﹤0.01%
2,375
-951