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
$50B
AUM Growth
+$1.68B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
664
New
Increased
Reduced
Closed

Top Buys

1 +$150M
2 +$147M
3 +$71.1M
4
RDY icon
Dr. Reddy's Laboratories
RDY
+$60.7M
5
TSM icon
TSMC
TSM
+$54.8M

Sector Composition

1 Financials 20.41%
2 Healthcare 14.51%
3 Technology 13.39%
4 Consumer Discretionary 7.23%
5 Industrials 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$15.9M 0.03%
230,453
+7,900
227
$15.6M 0.03%
765,693
+17,450
228
$15.4M 0.03%
184,394
+6,485
229
$15.1M 0.03%
132,629
-2,649
230
$14.7M 0.03%
251,484
+44,094
231
$14.4M 0.03%
501,428
232
$14.4M 0.03%
190,609
+8,977
233
$14.2M 0.03%
305,920
+13,304
234
$14M 0.03%
158,011
+14,396
235
$13.8M 0.03%
259,504
+12,649
236
$13.8M 0.03%
954,960
-548,000
237
$13.6M 0.03%
290,628
+16,532
238
$13.4M 0.03%
449,206
+14,650
239
$13.4M 0.03%
115,507
+729
240
$13.3M 0.03%
208,210
-200
241
$13.1M 0.03%
301,257
+9,925
242
$12.9M 0.03%
35,394
-847
243
$12.9M 0.03%
390,415
+29,191
244
$12.9M 0.03%
326,380
-8,100
245
$12.9M 0.03%
610,141
+25,685
246
$12.5M 0.03%
350,024
+3,101
247
$12.4M 0.02%
153,446
+7,309
248
$12.3M 0.02%
527,510
+19,695
249
$12.2M 0.02%
132,114
-1,145
250
$12.1M 0.02%
190,875
+24,678