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
$51.4B
AUM Growth
+$1.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
665
New
Increased
Reduced
Closed

Top Buys

1 +$294M
2 +$107M
3 +$59.5M
4
INFY icon
Infosys
INFY
+$56.3M
5
TSM icon
TSMC
TSM
+$44M

Top Sells

1 +$406M
2 +$95.8M
3 +$54M
4
RIO icon
Rio Tinto
RIO
+$52.3M
5
OUTR
OUTERWALL INC
OUTR
+$43.9M

Sector Composition

1 Financials 20.5%
2 Healthcare 14.68%
3 Technology 13.07%
4 Consumer Discretionary 7.61%
5 Industrials 6.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$16.2M 0.03%
261,396
+13,862
227
$16.1M 0.03%
772,454
+6,761
228
$16M 0.03%
123,860
+2,633
229
$15.7M 0.03%
193,024
+8,630
230
$15.5M 0.03%
942,160
-12,800
231
$15.2M 0.03%
462,428
-39,000
232
$15.2M 0.03%
198,160
+7,551
233
$15M 0.03%
157,640
-4,350
234
$15M 0.03%
701,025
+173,515
235
$14.8M 0.03%
118,949
+3,442
236
$14.6M 0.03%
458,656
+9,450
237
$14.1M 0.03%
155,611
-2,400
238
$13.9M 0.03%
313,328
+22,700
239
$13.9M 0.03%
276,886
+25,402
240
$13.7M 0.03%
208,610
+400
241
$13.6M 0.03%
349,865
-159
242
$13.5M 0.03%
326,205
-175
243
$13.4M 0.03%
116,430
+75
244
$13.3M 0.03%
228,874
+37,999
245
$13.1M 0.03%
262,350
+2,846
246
$12.9M 0.03%
312,532
+11,275
247
$12.8M 0.02%
623,266
+13,125
248
$12.8M 0.02%
120,404
-12,225
249
$12.8M 0.02%
404,993
+14,578
250
$12.6M 0.02%
318,210
+23,940