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
426
$346K ﹤0.01%
5,656
+1,560
427
$335K ﹤0.01%
3,164
+69
428
$334K ﹤0.01%
+9,350
429
$329K ﹤0.01%
5,000
430
$324K ﹤0.01%
+6,045
431
$320K ﹤0.01%
+5,550
432
$318K ﹤0.01%
3,000
-138
433
$318K ﹤0.01%
3,366
-169
434
$302K ﹤0.01%
+5,126
435
$293K ﹤0.01%
+5,487
436
$288K ﹤0.01%
1,957
+157
437
$288K ﹤0.01%
+2,716
438
$281K ﹤0.01%
3,287
-361
439
$279K ﹤0.01%
+2,457
440
$277K ﹤0.01%
2,320
+247
441
$264K ﹤0.01%
+2,393
442
$262K ﹤0.01%
3,171
-90
443
$261K ﹤0.01%
+3,123
444
$255K ﹤0.01%
8,816
+889
445
$252K ﹤0.01%
+5,064
446
$249K ﹤0.01%
+2,337
447
$249K ﹤0.01%
+4,850
448
$243K ﹤0.01%
3,455
-803
449
$238K ﹤0.01%
+5,501
450
$237K ﹤0.01%
+12,018