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
201
$21.5M 0.04%
410,176
+4,910
202
$21.1M 0.04%
585,730
+37,235
203
$20.9M 0.04%
1,222,573
+159,518
204
$20.6M 0.04%
1,502,960
-46,780
205
$20.6M 0.04%
394,334
-4,589
206
$19.9M 0.04%
150,224
-11,766
207
$19.7M 0.04%
694,338
-18,755
208
$19.4M 0.04%
224,616
+3,122
209
$18.9M 0.04%
1,330,770
+69,720
210
$18.6M 0.04%
169,045
-6,178
211
$18.6M 0.04%
6,583,985
+1,368,783
212
$18.5M 0.04%
559,000
+66,522
213
$18.2M 0.04%
405,705
-8,105
214
$17.6M 0.04%
127,759
+124,474
215
$17.5M 0.04%
216,818
+610
216
$17.2M 0.04%
452,813
+173,110
217
$17.1M 0.04%
502,986
+123,240
218
$16.9M 0.04%
247,355
+12,557
219
$16.5M 0.03%
514,670
-104,610
220
$16.3M 0.03%
166,197
-30,804
221
$15.8M 0.03%
243,188
-12,475
222
$15.7M 0.03%
222,553
-2,254
223
$15.7M 0.03%
374,101
224
$15.1M 0.03%
242,190
-1,402
225
$14.9M 0.03%
184,712
-24,268