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
51
$255M 0.53%
18,300,139
+17,481,015
52
$251M 0.52%
9,991,031
+9,975,937
53
$243M 0.5%
5,749,930
+825,832
54
$221M 0.46%
28,122,304
+4,557,392
55
$210M 0.43%
20,767,860
+793,520
56
$206M 0.43%
1,746,547
+291,116
57
$201M 0.42%
4,168,840
+99,186
58
$200M 0.41%
2,233,962
+44,263
59
$183M 0.38%
1,766,414
+187,679
60
$178M 0.37%
2,106,048
-993,680
61
$170M 0.35%
1,468,691
-10,718
62
$163M 0.34%
1,733,490
-16,595
63
$157M 0.33%
+7,440,894
64
$154M 0.32%
5,597,391
-618,811
65
$152M 0.32%
668,773
+107,925
66
$136M 0.28%
2,455,751
+28,259
67
$124M 0.26%
771,652
+139,547
68
$117M 0.24%
3,023,531
-40,978
69
$108M 0.22%
11,840,412
+60,950
70
$106M 0.22%
2,122,331
-17,135
71
$106M 0.22%
1,628,706
+21,535
72
$104M 0.22%
2,602,947
-1,306,164
73
$103M 0.21%
2,299,107
+822,174
74
$102M 0.21%
2,252,735
-34,890
75
$101M 0.21%
4,427,330
+4,301,848
1 2
3
4 5