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
26
$571M 1.41%
17,165,072
-40,785
27
$567M 1.4%
7,501,129
-96,171
28
$558M 1.37%
8,895,265
-23,355
29
$546M 1.35%
39,574,720
+17,778,850
30
$538M 1.33%
8,348,328
+11,966
31
$537M 1.32%
+26,161,449
32
$535M 1.32%
23,728,732
+126,756
33
$533M 1.31%
10,996,671
+5,358,097
34
$511M 1.26%
5,308,180
+81,992
35
$460M 1.13%
6,225,356
-6,212
36
$457M 1.13%
27,028,410
+115,500
37
$439M 1.08%
6,390,052
+110,180
38
$429M 1.06%
3,530,708
-48,415
39
$426M 1.05%
18,570,595
-37,942
40
$410M 1.01%
6,391,935
+88,233
41
$385M 0.95%
4,475,442
-91,553
42
$370M 0.91%
9,768,209
-854,597
43
$357M 0.88%
4,040,890
-46,118
44
$331M 0.81%
10,751,722
+403,089
45
$305M 0.75%
3,174,246
+23,320
46
$295M 0.73%
17,379,169
+256,409
47
$212M 0.52%
3,779,014
-4,160,708
48
$210M 0.52%
1,987,187
+53,716
49
$157M 0.39%
3,446,702
+152,717
50
$156M 0.39%
1,706,446
+36,874
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