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
401
$432K ﹤0.01%
10,637
402
$426K ﹤0.01%
4,229
+999
403
$426K ﹤0.01%
+4,800
404
$423K ﹤0.01%
58,114
+33,687
405
$416K ﹤0.01%
+3,314
406
$415K ﹤0.01%
7,698
+570
407
$415K ﹤0.01%
8,314
408
$411K ﹤0.01%
6,660
-1,657
409
$411K ﹤0.01%
34,260
410
$406K ﹤0.01%
3,514
+318
411
$405K ﹤0.01%
+9,569
412
$404K ﹤0.01%
8,981
+4,774
413
$401K ﹤0.01%
2,828
+1,226
414
$401K ﹤0.01%
7,527
+135
415
$401K ﹤0.01%
+8,170
416
$399K ﹤0.01%
3,264
+20
417
$388K ﹤0.01%
11,369
-1,137
418
$372K ﹤0.01%
4,909
-160
419
$370K ﹤0.01%
+6,850
420
$364K ﹤0.01%
26,150
421
$361K ﹤0.01%
+10,341
422
$360K ﹤0.01%
3,452
+981
423
$360K ﹤0.01%
5,696
424
$357K ﹤0.01%
11,602
425
$351K ﹤0.01%
4,051
+140