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
276
$7.84M 0.02%
189,520
-4,725
277
$7.83M 0.02%
102,399
-12,600
278
$7.78M 0.02%
324,878
+36,400
279
$7.7M 0.02%
61,599
-2,437
280
$7.62M 0.01%
118,535
-10,595
281
$7.59M 0.01%
35,723
+1,450
282
$7.55M 0.01%
271,149
-21,750
283
$7.51M 0.01%
256,332
+4,234
284
$7.34M 0.01%
130,281
+4,550
285
$7.17M 0.01%
103,129
-6,749
286
$7.1M 0.01%
53,990
-15,045
287
$6.9M 0.01%
62,325
288
$6.89M 0.01%
107,164
289
$6.82M 0.01%
93,852
+3,172
290
$6.82M 0.01%
193,076
291
$6.74M 0.01%
118,253
+6,083
292
$6.66M 0.01%
118,454
-8,889
293
$6.39M 0.01%
331,507
+507
294
$6.39M 0.01%
346,755
295
$6.39M 0.01%
969,906
-1,120
296
$6.38M 0.01%
367,890
+66,945
297
$6.26M 0.01%
102,319
-6,644,441
298
$5.72M 0.01%
129,811
+5,375
299
$5.58M 0.01%
46,281
+859
300
$5.55M 0.01%
166,902
+11,211