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
376
$663K ﹤0.01%
16,168
+1,958
377
$655K ﹤0.01%
5,848
+135
378
$652K ﹤0.01%
18,790
379
$650K ﹤0.01%
+11,115
380
$623K ﹤0.01%
13,828
+2,567
381
$607K ﹤0.01%
8,462
-334
382
$602K ﹤0.01%
8,751
+8
383
$589K ﹤0.01%
10,528
+1,300
384
$585K ﹤0.01%
19,674
+3,976
385
$577K ﹤0.01%
7,573
-328
386
$572K ﹤0.01%
14,731
-124
387
$560K ﹤0.01%
8,615
+1,409
388
$550K ﹤0.01%
4,756
-1,790
389
$529K ﹤0.01%
+5,852
390
$523K ﹤0.01%
5,728
+1,000
391
$520K ﹤0.01%
8,549
-11,740
392
$520K ﹤0.01%
4,378
-215
393
$514K ﹤0.01%
14,216
+4,187
394
$510K ﹤0.01%
4,652
+302
395
$476K ﹤0.01%
14,130
-326
396
$454K ﹤0.01%
12,496
+1,503
397
$453K ﹤0.01%
+7,700
398
$452K ﹤0.01%
7,806
-328
399
$447K ﹤0.01%
6,193
+28
400
$442K ﹤0.01%
9,588