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
76
$73.4M 0.18%
1,101,322
-23,255
77
$72.9M 0.18%
1,695,861
-8,272
78
$72.7M 0.18%
1,098,533
-92,031
79
$72.1M 0.18%
2,595,866
+41,565
80
$72M 0.18%
583,782
+3,220
81
$71.2M 0.18%
875,740
+1,811
82
$71.2M 0.18%
5,124,997
+11,805
83
$71M 0.18%
809,878
+625
84
$71M 0.17%
1,406,486
-51,360
85
$70.6M 0.17%
2,189,039
-24,697
86
$69.7M 0.17%
1,325,709
+2,862
87
$67M 0.17%
1,392,065
+1,179,822
88
$66.1M 0.16%
1,845,754
-3,105
89
$65.5M 0.16%
2,460,791
+102,895
90
$65.4M 0.16%
2,620,953
-3,080
91
$65M 0.16%
1,599,024
-4,410
92
$64.9M 0.16%
2,488,884
-5,570
93
$64.6M 0.16%
795,281
-51,802
94
$64.2M 0.16%
1,220,562
-5,630,606
95
$63.4M 0.16%
920,175
-5,650
96
$63.1M 0.16%
1,261,943
+13,129
97
$62.8M 0.15%
939,622
+23,095
98
$61.9M 0.15%
2,424,824
+657,690
99
$61.8M 0.15%
1,797,787
-733
100
$61.4M 0.15%
977,358
-60,010
2 3
4
5 6