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
401
$210K ﹤0.01%
15,200
+4,000
402
$210K ﹤0.01%
+23,883
403
$209K ﹤0.01%
7,741
-4,519
404
$205K ﹤0.01%
6,362
-870
405
$186K ﹤0.01%
14,000
406
$174K ﹤0.01%
14,171
-1,961
407
$170K ﹤0.01%
21,302
408
$157K ﹤0.01%
18,400
+1,500
409
$140K ﹤0.01%
25,664
-5,583,105
410
$134K ﹤0.01%
2,901
-1,256
411
$108K ﹤0.01%
12,000
-2,000
412
$86K ﹤0.01%
2,163
413
$83K ﹤0.01%
12,685
-1,394
414
$69K ﹤0.01%
+726
415
$59K ﹤0.01%
+10,000
416
$38K ﹤0.01%
10,955
417
$21K ﹤0.01%
+10,600
418
$12K ﹤0.01%
50
419
$10K ﹤0.01%
+16,279
420
-4,235
421
-12,048
422
-15,000
423
-13,796
424
-1,305
425
-276,052