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
176
$32.2M 0.07%
874,436
+464,732
177
$32M 0.07%
245,889
+1,252
178
$31.8M 0.07%
210,323
-5,307
179
$31.7M 0.07%
867,132
-18,772
180
$30.4M 0.06%
861,250
-10,065
181
$30.4M 0.06%
676,116
+7,416
182
$30.1M 0.06%
389,552
+1,262
183
$30M 0.06%
553,726
+67,584
184
$30M 0.06%
444,952
+2,079
185
$29.2M 0.06%
380,854
+18,930
186
$29.1M 0.06%
1,314,061
-29,089
187
$28.8M 0.06%
520,681
-7,558
188
$28.5M 0.06%
485,465
+9,843
189
$27.3M 0.06%
2,134,026
-42,990
190
$26.9M 0.06%
79,254
+797
191
$26.7M 0.06%
611,262
-3,267
192
$25.9M 0.05%
1,195,158
+55,515
193
$25.8M 0.05%
+941,819
194
$25.8M 0.05%
705,159
-10,950
195
$25.8M 0.05%
1,092,029
+7,948
196
$25.4M 0.05%
227,331
-4,806
197
$24.6M 0.05%
154,439
-2,190
198
$24.4M 0.05%
383,102
+14,894
199
$22.5M 0.05%
188,558
-3,526
200
$21.8M 0.05%
1,406,301
+7,160