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
151
$36.3M 0.09%
790,910
+116,160
152
$35.9M 0.09%
1,284,250
+72,750
153
$35.8M 0.09%
778,729
+38,200
154
$35.4M 0.09%
572,193
-42,568
155
$33.8M 0.08%
908,481
-4,270
156
$33.6M 0.08%
663,160
+190,038
157
$32.8M 0.08%
677,887
-4,500
158
$32M 0.08%
6,690,726
+216,250
159
$30.1M 0.07%
329,102
+320,943
160
$30M 0.07%
3,018,720
+100
161
$29.9M 0.07%
1,213,201
-14,360
162
$29.8M 0.07%
2,393,476
-39,170
163
$29.7M 0.07%
441,545
+2,950
164
$28.9M 0.07%
223,350
-2,525
165
$27.2M 0.07%
1,159,013
-88,211
166
$26.1M 0.06%
989,830
-10,175
167
$25.8M 0.06%
367,806
+7,925
168
$25.7M 0.06%
943,035
-168,832
169
$25.6M 0.06%
218,134
+196,171
170
$25.6M 0.06%
1,515,831
+1,495,992
171
$24.9M 0.06%
1,133,760
-139,715
172
$24.8M 0.06%
656,810
+18,125
173
$24.5M 0.06%
1,486,268
+2,691
174
$23.2M 0.06%
506,622
-10,650
175
$20.6M 0.05%
775,999
+145,000