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
451
$236K ﹤0.01%
+6,334
452
$231K ﹤0.01%
+3,043
453
$229K ﹤0.01%
+4,149
454
$228K ﹤0.01%
+8,460
455
$226K ﹤0.01%
+5,798
456
$223K ﹤0.01%
+2,904
457
$223K ﹤0.01%
+24,000
458
$221K ﹤0.01%
3,522
-286
459
$220K ﹤0.01%
+3,125
460
$218K ﹤0.01%
+5,256
461
$216K ﹤0.01%
+820
462
$216K ﹤0.01%
2,150
-32,625
463
$215K ﹤0.01%
524
-59
464
$214K ﹤0.01%
+7,261
465
$202K ﹤0.01%
+2,870
466
$202K ﹤0.01%
1,495
-276
467
$201K ﹤0.01%
+967
468
$189K ﹤0.01%
18,230
+1,246
469
$156K ﹤0.01%
10,815
-3,185
470
$121K ﹤0.01%
12,000
471
$113K ﹤0.01%
12,060
+150
472
$104K ﹤0.01%
+10,994
473
$97K ﹤0.01%
25,336
474
$96K ﹤0.01%
12,177
-100
475
$96K ﹤0.01%
2,734
-503