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
301
$5.51M 0.01%
335,998
302
$5.28M 0.01%
76,214
-3,825
303
$5.2M 0.01%
86,000
304
$5.08M 0.01%
119,510
+6,476
305
$4.89M 0.01%
179,898
306
$4.88M 0.01%
128,300
307
$4.87M 0.01%
20,161
+5,370
308
$4.87M 0.01%
31,295
-671
309
$4.83M 0.01%
182,450
310
$4.77M 0.01%
454,104
+48,652
311
$4.6M 0.01%
+106,900
312
$4.58M 0.01%
688,658
+83,134
313
$4.29M 0.01%
410,893
+9,497
314
$4.05M 0.01%
76,882
-7,228
315
$3.85M 0.01%
119,384
+8,035
316
$3.66M 0.01%
80,300
317
$3.6M 0.01%
34,356
+1,363
318
$3.52M 0.01%
113,857
-7,889
319
$3.5M 0.01%
67,999
320
$3.47M 0.01%
43,675
+2,575
321
$3.11M 0.01%
83,810
+5,919
322
$3.07M 0.01%
258,325
+29,700
323
$2.99M 0.01%
25,804
-872
324
$2.99M 0.01%
88,050
325
$2.88M 0.01%
112,063
-216