Ken Fisher

Ken Fisher Fisher Asset Management

AUM $293B
1-Year Est. Return 28.33%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.33%
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 +$518M
2 +$271M
3 +$254M
4
RTX icon
RTX Corp
RTX
+$233M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$211M

Top Sells

1 +$507M
2 +$298M
3 +$272M
4
ABV
COMPANHIA BEBIDA ADS EACH REPSTG 1 PFD SH
ABV
+$267M
5
BHP icon
BHP
BHP
+$226M

Sector Composition

1 Financials 18.1%
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
$35.9M 0.09%
1,284,250
+72,750
152
$35.8M 0.09%
778,729
+38,200
153
$35.4M 0.09%
572,193
-42,568
154
$33.8M 0.08%
908,481
-4,270
155
$33.6M 0.08%
663,160
+190,038
156
$32.8M 0.08%
677,887
-4,500
157
$32M 0.08%
6,690,726
+216,250
158
$30.1M 0.07%
329,102
+320,943
159
$30M 0.07%
3,018,720
+100
160
$29.9M 0.07%
1,213,201
-14,360
161
$29.8M 0.07%
2,393,476
-39,170
162
$29.7M 0.07%
441,545
+2,950
163
$28.9M 0.07%
223,350
-2,525
164
$27.2M 0.07%
1,159,013
-88,211
165
$26.1M 0.06%
989,830
-10,175
166
$25.8M 0.06%
367,806
+7,925
167
$25.7M 0.06%
943,035
-168,832
168
$25.6M 0.06%
218,134
+196,171
169
$25.6M 0.06%
1,515,831
+1,495,992
170
$24.9M 0.06%
1,133,760
-139,715
171
$24.8M 0.06%
656,810
+18,125
172
$24.5M 0.06%
1,486,268
+2,691
173
$23.2M 0.06%
506,622
-10,650
174
$20.6M 0.05%
775,999
+145,000
175
$19.7M 0.05%
1,189,580
+222,309