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
101
$60.8M 0.15%
1,494,461
-9,781
102
$57.9M 0.14%
2,346,485
+11,500
103
$56.9M 0.14%
6,681,426
+34,335
104
$56.8M 0.14%
4,535,861
+12,445
105
$56.2M 0.14%
1,559,518
+54,830
106
$55.9M 0.14%
687,375
+2,995
107
$55.7M 0.14%
8,685,899
+26,507
108
$55.2M 0.14%
1,160,005
+179,730
109
$54.7M 0.13%
2,014,604
-1,430
110
$54.1M 0.13%
4,198,017
+4,270
111
$53.8M 0.13%
1,486,409
+72,850
112
$53.2M 0.13%
+2,667,685
113
$53M 0.13%
133,015
-496
114
$52.5M 0.13%
1,275,398
-43,580
115
$52.4M 0.13%
1,152,538
-53,389
116
$52.2M 0.13%
6,434,517
-5,195
117
$50.3M 0.12%
6,659,900
+241,875
118
$50.3M 0.12%
249,296
-59,948
119
$49.1M 0.12%
+2,313,750
120
$47.7M 0.12%
1,065,932
-81,185
121
$47.4M 0.12%
1,615,503
+2,366
122
$46.9M 0.12%
+2,183,440
123
$46.7M 0.12%
939,658
-9,490
124
$46.6M 0.11%
753,638
+163,670
125
$46.6M 0.11%
3,042,631
+15,565
3 4
5
6 7