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
$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
1
$1.36B 2.81%
11,527,462
-257,126
2
$1.33B 2.74%
11,099,485
+268,786
3
$1.19B 2.46%
43,055,796
+91,056
4
$1.09B 2.25%
10,424,607
-21,549
5
$1.05B 2.17%
11,264,810
-122,652
6
$1.01B 2.1%
18,509,254
-47,762
7
$972M 2.01%
32,881,021
-533,409
8
$933M 1.93%
14,226,920
-128,488
9
$925M 1.91%
12,779,792
-538,396
10
$871M 1.8%
8,294,708
-2,731
11
$846M 1.75%
13,520,956
+441
12
$834M 1.72%
8,022,834
-185,399
13
$819M 1.69%
17,621,737
+19,084
14
$815M 1.69%
5,431,068
-4,528
15
$792M 1.64%
8,404,415
-23,207
16
$765M 1.58%
6,317,200
-109,917
17
$750M 1.55%
41,932,564
-429,714
18
$750M 1.55%
48,303,540
-930,160
19
$736M 1.52%
27,919,864
+103,042
20
$704M 1.45%
24,258,544
-85,320
21
$695M 1.44%
7,628,811
+6,309
22
$690M 1.43%
19,018,352
+84,083
23
$685M 1.42%
9,221,036
-80,746
24
$637M 1.32%
5,615,748
+298,948
25
$630M 1.3%
11,638,217
-87,446