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
176
$19.7M 0.05%
1,189,580
+222,309
177
$19.5M 0.05%
740,070
-19,300
178
$19.1M 0.05%
426,585
-1,323
179
$18.8M 0.05%
1,205,745
180
$18.1M 0.04%
1,650,540
181
$18.1M 0.04%
362,010
+4,073
182
$17.9M 0.04%
265,450
+5,200
183
$17.7M 0.04%
194,237
+9,749
184
$17.1M 0.04%
739,878
-95,130
185
$16.8M 0.04%
2,845,622
+12,002
186
$16.6M 0.04%
309,565
+5,552
187
$16.3M 0.04%
266,703
+8,614
188
$16.1M 0.04%
+294,513
189
$16M 0.04%
206,096
+195,388
190
$16M 0.04%
791,570
-82,100
191
$15.9M 0.04%
554,195
+21,358
192
$15.3M 0.04%
1,076,916
+156,375
193
$15M 0.04%
+322,370
194
$14.9M 0.04%
186,981
+3,708
195
$14.6M 0.04%
184,481
+17,805
196
$14.5M 0.04%
448,322
+21,050
197
$14.5M 0.04%
217,807
+118,180
198
$14.4M 0.04%
400,653
-8,616,031
199
$14.3M 0.04%
818,177
+394,625
200
$13.8M 0.03%
192,360
+9,466