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
251
$11.8M 0.02%
215,747
+1,131
252
$11.8M 0.02%
245,762
-5,025
253
$11.7M 0.02%
294,270
-158,543
254
$11.6M 0.02%
221,118
-15,140
255
$11.4M 0.02%
179,219
-5,025
256
$10.9M 0.02%
762,780
257
$10.8M 0.02%
203,493
+8,900
258
$10.8M 0.02%
+198,985
259
$10.8M 0.02%
116,355
260
$10.6M 0.02%
386,898
-2,637
261
$10.6M 0.02%
124,645
-5,662
262
$10.6M 0.02%
396,837
+13,875
263
$10.3M 0.02%
180,176
264
$10.2M 0.02%
178,181
+174,032
265
$10.1M 0.02%
231,689
-3,330
266
$10.1M 0.02%
158,592
+9,157
267
$10.1M 0.02%
624,738
+26,496
268
$9.08M 0.02%
212,965
269
$9.06M 0.02%
959,043
+82,700
270
$8.72M 0.02%
194,245
271
$8.69M 0.02%
257,600
+1,175
272
$8.57M 0.02%
109,878
-2,017
273
$8.26M 0.02%
235,007
+145,979
274
$8.22M 0.02%
252,098
+2,203
275
$8.13M 0.02%
64,036
-4,868