Ken Fisher

Ken Fisher Fisher Asset Management

AUM $252B
1-Year Return 19.67%
 

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 Return
1 Year Return
+19.67%
3 Year Return
5 Year Return
10 Year 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
1
$1.22B 3%
12,017,948
+245,142
2
$965M 2.38%
8,503,702
+232,560
3
$893M 2.2%
8,407,778
+5,276,833
4
$882M 2.17%
32,372,735
-27,180
5
$879M 2.17%
10,143,775
-17,561
6
$872M 2.15%
22,296,700
+280,772
7
$839M 2.07%
12,365,615
+3,565,528
8
$823M 2.03%
10,898,638
+31,348
9
$752M 1.85%
18,202,386
-57,094
10
$752M 1.85%
48,076,580
+65,800
11
$734M 1.81%
43,123,724
+218,232
12
$717M 1.77%
6,263,315
-14,319
13
$680M 1.67%
13,148,692
+59,622
14
$676M 1.67%
14,463,418
+103,597
15
$659M 1.63%
13,802,140
+39,620
16
$649M 1.6%
12,828,009
+19,148
17
$645M 1.59%
8,113,673
-195,562
18
$638M 1.57%
19,239,102
+13,373
19
$632M 1.56%
26,986,700
-108,320
20
$617M 1.52%
8,140,786
+58,289
21
$606M 1.49%
9,004,980
-13,866
22
$591M 1.46%
27,098,472
-116,435
23
$583M 1.44%
5,136,928
+1,826,311
24
$583M 1.44%
3,291,372
-472
25
$582M 1.43%
4,546,748
+16,425