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
251
$12.5M 0.02%
246,933
-614,925
252
$12.5M 0.02%
214,172
-1,575
253
$12.1M 0.02%
155,173
+1,727
254
$11.9M 0.02%
+169,205
255
$11.4M 0.02%
270,165
+57,200
256
$11.2M 0.02%
179,569
+350
257
$11M 0.02%
129,239
-2,875
258
$10.8M 0.02%
222,898
+1,780
259
$10.7M 0.02%
194,978
+16,797
260
$10.6M 0.02%
322,400
+87,393
261
$10.6M 0.02%
4,719,547
+3,985,840
262
$10.5M 0.02%
124,163
-482
263
$10.5M 0.02%
1,013,938
+54,895
264
$10.4M 0.02%
176,439
-3,737
265
$10.4M 0.02%
651,504
+26,766
266
$10.3M 0.02%
206,093
+2,600
267
$10.2M 0.02%
241,737
-4,025
268
$9.18M 0.02%
394,662
-2,175
269
$9.07M 0.02%
253,625
-3,975
270
$9.02M 0.02%
279,500
+86,000
271
$8.98M 0.02%
163,510
+4,918
272
$8.85M 0.02%
374,202
-12,696
273
$8.32M 0.02%
320,199
-20,950
274
$8.13M 0.02%
129,215
-2,084
275
$8.09M 0.02%
217,914
-13,775