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
51
$136M 0.34%
5,616,193
-100,139
52
$132M 0.33%
2,629,274
-20,520
53
$128M 0.32%
1,485,844
+9,690
54
$127M 0.31%
16,517,536
+943,900
55
$126M 0.31%
1,857,550
-17,300
56
$124M 0.3%
1,961,424
-43,110
57
$115M 0.28%
2,232,909
-13,105
58
$111M 0.27%
1,121,744
-184,445
59
$109M 0.27%
4,333,141
-148,995
60
$109M 0.27%
2,679,967
-3,005
61
$103M 0.25%
4,530,949
+15,150
62
$102M 0.25%
419,644
-1,675
63
$102M 0.25%
3,188,759
-27,110
64
$102M 0.25%
2,070,548
-28,953
65
$94M 0.23%
1,070,258
-35,945
66
$92.1M 0.23%
2,475,627
-6,881
67
$87.2M 0.22%
1,585,243
-9,005
68
$84.1M 0.21%
769,442
+13,908
69
$82.2M 0.2%
12,415,060
+614,695
70
$80.8M 0.2%
3,087,135
-150,600
71
$80.7M 0.2%
6,794,435
+10,865
72
$80.2M 0.2%
2,092,495
-7,281,923
73
$76.5M 0.19%
1,798,834
-1,655
74
$75.7M 0.19%
3,485,242
+154,910
75
$74.2M 0.18%
3,505,303
-17,440
1 2
3
4 5