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
351
$1.2M ﹤0.01%
5,846
-1,028
352
$1.16M ﹤0.01%
12,220
-3,199
353
$1.16M ﹤0.01%
+62,000
354
$1.15M ﹤0.01%
27,984
-1,268,914
355
$1.15M ﹤0.01%
11,260
-22
356
$1.14M ﹤0.01%
16,422
357
$1.14M ﹤0.01%
15,300
358
$1.13M ﹤0.01%
9,786
-1,004
359
$1.09M ﹤0.01%
3,580
+347
360
$1.06M ﹤0.01%
21,580
+265
361
$1.05M ﹤0.01%
5,565
+1,142
362
$1M ﹤0.01%
46,136
+1,396
363
$995K ﹤0.01%
57,210
-202
364
$971K ﹤0.01%
25,755
-8,295
365
$930K ﹤0.01%
17,550
-5,850
366
$893K ﹤0.01%
776
-3
367
$866K ﹤0.01%
9,441
368
$828K ﹤0.01%
+14,452
369
$821K ﹤0.01%
10,512
-75
370
$782K ﹤0.01%
12,726
+2,170
371
$769K ﹤0.01%
14,334
-990
372
$757K ﹤0.01%
9,512
-415
373
$743K ﹤0.01%
8,755
+1,316
374
$736K ﹤0.01%
14,994
+1,899
375
$726K ﹤0.01%
13,356
+1,118
13 14
15
16 17