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
101
$73M 0.15%
1,689,653
-218,010
102
$72.7M 0.15%
771,501
+8,078
103
$72.7M 0.15%
2,134,500
+94,459
104
$72.7M 0.15%
1,360,698
-1,066
105
$71.5M 0.15%
1,515,939
+338,260
106
$71.2M 0.15%
659,927
-1,280
107
$70.3M 0.15%
1,320,552
+54,520
108
$70.3M 0.15%
4,357,465
-94,746
109
$70.1M 0.15%
932,191
-11,190
110
$69.4M 0.14%
3,882,288
-57,816
111
$67.9M 0.14%
985,430
-14,124
112
$67.3M 0.14%
10,981,043
+382,719
113
$66.5M 0.14%
2,461,018
-39,010
114
$66.1M 0.14%
778,534
+1,861
115
$65.7M 0.14%
1,406,058
-25,130
116
$65.5M 0.14%
740,633
-12,665
117
$65.5M 0.14%
1,001,105
+1,337
118
$63.2M 0.13%
2,350,279
-20,975
119
$63.1M 0.13%
2,270,670
-20,945
120
$63M 0.13%
3,307,734
-55,680
121
$62.9M 0.13%
735,404
+5,167
122
$62.1M 0.13%
1,177,968
-25,261
123
$61.5M 0.13%
1,335,087
+1,323,702
124
$60.5M 0.13%
1,897,058
-32,100
125
$60.2M 0.12%
570,040
+39,130
3 4
5
6 7