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
176
$19.5M 0.05%
740,070
-19,300
177
$19.1M 0.05%
426,585
-1,323
178
$18.8M 0.05%
1,205,745
179
$18.1M 0.04%
1,650,540
180
$18.1M 0.04%
362,010
+4,073
181
$17.9M 0.04%
265,450
+5,200
182
$17.7M 0.04%
194,237
+9,749
183
$17.1M 0.04%
739,878
-95,130
184
$16.8M 0.04%
2,845,622
+12,002
185
$16.6M 0.04%
309,565
+5,552
186
$16.3M 0.04%
266,703
+8,614
187
$16.1M 0.04%
+294,513
188
$16M 0.04%
206,096
+195,388
189
$16M 0.04%
791,570
-82,100
190
$15.9M 0.04%
554,195
+21,358
191
$15.3M 0.04%
1,076,916
+156,375
192
$15M 0.04%
+322,370
193
$14.9M 0.04%
186,981
+3,708
194
$14.6M 0.04%
184,481
+17,805
195
$14.5M 0.04%
448,322
+21,050
196
$14.5M 0.04%
217,807
+118,180
197
$14.4M 0.04%
400,653
-8,616,031
198
$14.3M 0.04%
818,177
+394,625
199
$13.8M 0.03%
192,360
+9,466
200
$13.6M 0.03%
227,218
-10,325