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
26
$597M 1.23%
13,085,033
-60,614
27
$582M 1.2%
4,641,630
-106,837
28
$559M 1.16%
13,729,295
-833,532
29
$557M 1.15%
6,704,219
-8,781
30
$554M 1.14%
4,863,125
-98,684
31
$552M 1.14%
26,079,296
-692,530
32
$500M 1.03%
22,342,554
+2,362,855
33
$498M 1.03%
11,079,825
-67,729
34
$484M 1%
5,116,638
+10,514
35
$466M 0.96%
6,750,465
+7,446
36
$460M 0.95%
8,612,003
-578,872
37
$429M 0.89%
10,159,986
+21,127
38
$423M 0.88%
13,844,139
+337,802
39
$423M 0.87%
15,202,312
+91,532
40
$422M 0.87%
+24,721,456
41
$408M 0.84%
88,026,446
-47,649,915
42
$405M 0.84%
4,383,216
-42,199
43
$395M 0.82%
5,673,077
-368,550
44
$386M 0.8%
3,440,986
-68,601
45
$377M 0.78%
6,959,254
+112,172
46
$352M 0.73%
4,126,973
-38,471
47
$341M 0.7%
2,493,419
-17,945
48
$283M 0.59%
2,591,858
+67,880
49
$275M 0.57%
21,709,172
-973,324
50
$271M 0.56%
2,386,649
-1,430,180
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2
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