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
126
$59.6M 0.12%
1,288,013
+62,180
127
$59.6M 0.12%
4,209,747
+132,779
128
$59.2M 0.12%
3,479,692
+729,781
129
$58.9M 0.12%
1,732,400
+45,338
130
$58.2M 0.12%
2,353,171
-37,273
131
$58.2M 0.12%
1,070,749
-10,346
132
$56.6M 0.12%
292,038
+65,548
133
$56.3M 0.12%
692,809
-9,438
134
$53M 0.11%
509,228
+4,339
135
$51.7M 0.11%
274,307
+267,709
136
$50.2M 0.1%
1,446,650
-2,000
137
$49.9M 0.1%
1,501,507
-16,193
138
$49.7M 0.1%
483,807
-5,050
139
$48.6M 0.1%
2,703,266
+86,416
140
$48.1M 0.1%
883,040
+2,276
141
$46.9M 0.1%
2,749,026
-60,690
142
$46.6M 0.1%
5,147,990
+7,705
143
$46.2M 0.1%
6,323,398
+3,162,856
144
$45.4M 0.09%
820,608
-7,175
145
$44.8M 0.09%
528,812
+6,039
146
$44.7M 0.09%
785,830
-10,445
147
$44.4M 0.09%
986,792
+13,285
148
$44.3M 0.09%
398,228
+33,159
149
$43.9M 0.09%
588,301
-5,789
150
$43.7M 0.09%
1,110,527
-11,351
4 5
6
7 8