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
201
$13.6M 0.03%
227,218
-10,325
202
$13.3M 0.03%
286,430
-4,915
203
$13M 0.03%
121,946
+3,200
204
$13M 0.03%
218,143
+7,051
205
$13M 0.03%
250,430
-2,700
206
$12.9M 0.03%
204,007
-13,785
207
$12.7M 0.03%
319,490
-1,175
208
$12.7M 0.03%
190,715
+6,855
209
$12.5M 0.03%
289,810
-18,756
210
$12.3M 0.03%
1,051,750
+101,090
211
$11.4M 0.03%
134,378
-1,931
212
$11.3M 0.03%
269,407
+510
213
$11.3M 0.03%
299,225
+42,365
214
$11.2M 0.03%
184,395
-4,586
215
$11.1M 0.03%
304,618
+482
216
$11.1M 0.03%
248,252
+4,837
217
$11.1M 0.03%
229,682
+16,628
218
$10.7M 0.03%
+151,870
219
$10.6M 0.03%
387,826
-934
220
$10.4M 0.03%
+330,810
221
$10.4M 0.03%
275,295
-1,000
222
$10.3M 0.03%
85,584
+16,771
223
$10.2M 0.03%
86,861
+2,405
224
$10.2M 0.03%
99,481
+14,446
225
$10.1M 0.02%
265,185
+51,200