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
276
$8.01M 0.02%
114,999
-6,891
277
$7.97M 0.02%
292,899
-23,302
278
$7.88M 0.02%
34,273
+1,395
279
$7.73M 0.02%
193,076
-181,025
280
$7.7M 0.02%
341,149
-24,784
281
$7.64M 0.02%
125,731
-465
282
$7.59M 0.02%
266,555
+38,275
283
$7.42M 0.01%
127,343
-7,486
284
$7.33M 0.01%
129,130
-7,530
285
$7.25M 0.01%
971,026
+1,000
286
$7.07M 0.01%
69,035
+4,116
287
$6.69M 0.01%
112,170
-231
288
$6.68M 0.01%
346,755
289
$6.65M 0.01%
62,325
290
$6.53M 0.01%
107,164
291
$6.32M 0.01%
131,299
292
$6.24M 0.01%
331,000
293
$6.18M 0.01%
193,500
294
$6.15M 0.01%
90,680
295
$5.91M 0.01%
124,436
+7,147
296
$5.87M 0.01%
80,039
297
$5.59M 0.01%
85,896
-69,938
298
$5.57M 0.01%
300,945
+35,700
299
$5.54M 0.01%
45,422
+91
300
$5.28M 0.01%
288,478
+48,200