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
351
$1.28M ﹤0.01%
100,700
352
$1.27M ﹤0.01%
5,972
-43
353
$1.26M ﹤0.01%
10,890
-31
354
$1.25M ﹤0.01%
57,241
+8,103
355
$1.18M ﹤0.01%
1,038
+55
356
$1.18M ﹤0.01%
21,315
-1,176
357
$1.09M ﹤0.01%
14,870
+7,325
358
$1.04M ﹤0.01%
18,495
-14,899
359
$1.03M ﹤0.01%
+15,200
360
$1.03M ﹤0.01%
9,441
-152
361
$1.03M ﹤0.01%
20,360
+2,771
362
$968K ﹤0.01%
16,422
+4,187
363
$879K ﹤0.01%
36,000
-2,200
364
$870K ﹤0.01%
12,603
-649
365
$865K ﹤0.01%
10,487
+25
366
$796K ﹤0.01%
9,895
-1,940
367
$779K ﹤0.01%
64,509
+29,682
368
$766K ﹤0.01%
9,812
+970
369
$730K ﹤0.01%
3,790
-2
370
$716K ﹤0.01%
10,354
+674
371
$710K ﹤0.01%
8,909
-1,024
372
$702K ﹤0.01%
14,110
+1,284
373
$692K ﹤0.01%
17,127
374
$677K ﹤0.01%
7,395
-98
375
$671K ﹤0.01%
36,802
+7,903
13 14
15
16 17