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
76
$99.2M 0.21%
1,839,141
-23,040
77
$96.8M 0.2%
2,021,342
-17,821
78
$94.3M 0.19%
2,944,891
-31,725
79
$93.5M 0.19%
1,501,043
+3,157
80
$92M 0.19%
317,612
-3,915
81
$91.6M 0.19%
2,398,187
-50,386
82
$91.5M 0.19%
2,481,692
+97,789
83
$91.5M 0.19%
749,526
-16,614
84
$89.8M 0.19%
2,761,245
-6,795
85
$88.7M 0.18%
2,300,969
-27,100
86
$84.9M 0.18%
2,910,165
-34,740
87
$84.5M 0.17%
2,412,215
+1,868,141
88
$84.2M 0.17%
2,291,837
-141,046
89
$83.6M 0.17%
1,695,022
-19,245
90
$82.1M 0.17%
1,640,544
-32,947
91
$82M 0.17%
4,225,863
-970
92
$80.9M 0.17%
895,562
-14,296
93
$77.8M 0.16%
465,240
-12,264
94
$77M 0.16%
7,331,555
+6,160,605
95
$76.5M 0.16%
1,677,872
-20,835
96
$74.5M 0.15%
1,078,693
+9,233
97
$74M 0.15%
2,122,674
-26,547
98
$73.3M 0.15%
3,255,108
-49,920
99
$73.2M 0.15%
1,258,811
+1,583
100
$73.2M 0.15%
2,182,882
+302,559
2 3
4
5 6