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
126
$45.8M 0.11%
+1,948,325
127
$45.1M 0.11%
+411,032
128
$44.8M 0.11%
1,487,825
-3,425
129
$44.8M 0.11%
390,117
-5,355
130
$44.5M 0.11%
524,237
+3,765
131
$42.8M 0.11%
+1,041,130
132
$42.8M 0.11%
1,555,667
+95,063
133
$42.7M 0.11%
628,142
+8,350
134
$42.5M 0.1%
1,838,193
-184,805
135
$42.2M 0.1%
7,015,880
+1,263,600
136
$42.1M 0.1%
4,403,295
+3,077
137
$41.7M 0.1%
2,997,968
+6,140
138
$41.5M 0.1%
352,921
-935
139
$41.4M 0.1%
335,015
+7,948
140
$41.2M 0.1%
1,762,123
-8,850
141
$40.9M 0.1%
1,107,759
+230
142
$40.9M 0.1%
653,787
-22,375
143
$39.9M 0.1%
2,145,270
-203,530
144
$39.7M 0.1%
1,540,165
-8,465
145
$39.2M 0.1%
699,735
+2,750
146
$39.1M 0.1%
247,243
+244,910
147
$37.7M 0.09%
1,185,924
+1,250
148
$37.5M 0.09%
1,214,369
+22,930
149
$37.4M 0.09%
1,151,609
+50,725
150
$36.6M 0.09%
235,746
-8,781
4 5
6
7 8