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
376
$304K ﹤0.01%
2,375
-951
377
$290K ﹤0.01%
7,933
-556
378
$289K ﹤0.01%
+3,000
379
$288K ﹤0.01%
2,405
380
$287K ﹤0.01%
9,507
-267
381
$284K ﹤0.01%
3,568
+953
382
$283K ﹤0.01%
2,638
+284
383
$281K ﹤0.01%
2,809
+368
384
$280K ﹤0.01%
8,439
-2,246
385
$279K ﹤0.01%
3,965
-2,690
386
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8,678
+1,876
387
$253K ﹤0.01%
8,467
-5,201
388
$251K ﹤0.01%
5,244
-397
389
$250K ﹤0.01%
2,654
390
$248K ﹤0.01%
+9,571
391
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+4,418
392
$240K ﹤0.01%
2,301
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393
$236K ﹤0.01%
4,911
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394
$229K ﹤0.01%
+3,427
395
$223K ﹤0.01%
+2,723
396
$223K ﹤0.01%
+5,720
397
$222K ﹤0.01%
7,050
-15,789
398
$220K ﹤0.01%
+2,598
399
$217K ﹤0.01%
2,713
-581
400
$216K ﹤0.01%
5,569
+341