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
151
$43.3M 0.09%
797,390
-8,885
152
$42.9M 0.09%
676,292
+6,040
153
$42.9M 0.09%
874,183
-14,280
154
$42.8M 0.09%
1,540,408
-15,715
155
$42.8M 0.09%
568,712
-13,015
156
$42.5M 0.09%
1,973,926
-7,745
157
$42.3M 0.09%
719,803
-9,890
158
$41.9M 0.09%
632,410
-7,567
159
$40.9M 0.08%
2,250,073
-30,105
160
$40.5M 0.08%
1,213,680
+140,480
161
$40.3M 0.08%
1,275,204
-16,245
162
$39.9M 0.08%
578,992
+459,182
163
$39.7M 0.08%
384,720
+189,686
164
$39.6M 0.08%
6,362,556
-37,123
165
$39.5M 0.08%
1,111,424
-18,865
166
$37.4M 0.08%
535,973
+138,362
167
$36.8M 0.08%
1,678,962
-18,811
168
$36.8M 0.08%
3,543,148
+621,048
169
$35.7M 0.07%
1,115,829
-18,732
170
$35.3M 0.07%
6,374,705
-56,927
171
$35.2M 0.07%
853,701
-6,300
172
$35M 0.07%
290,176
-2,995
173
$33.1M 0.07%
600,073
-282,004
174
$33M 0.07%
1,188,625
+130,295
175
$32.3M 0.07%
338,796
+334,693
5 6
7
8 9