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
376
$605K ﹤0.01%
18,533
-257
377
$598K ﹤0.01%
9,319
+770
378
$595K ﹤0.01%
7,439
+44
379
$585K ﹤0.01%
7,118
-2,694
380
$578K ﹤0.01%
14,422
+292
381
$566K ﹤0.01%
10,528
382
$524K ﹤0.01%
6,717
+524
383
$517K ﹤0.01%
7,717
+17
384
$517K ﹤0.01%
4,386
+8
385
$516K ﹤0.01%
6,561
-1,901
386
$514K ﹤0.01%
3,331
+17
387
$489K ﹤0.01%
14,610
-121
388
$483K ﹤0.01%
+14,600
389
$469K ﹤0.01%
36,000
390
$468K ﹤0.01%
3,089
+261
391
$454K ﹤0.01%
4,415
-237
392
$452K ﹤0.01%
5,628
-224
393
$452K ﹤0.01%
58,350
+236
394
$438K ﹤0.01%
4,317
+88
395
$435K ﹤0.01%
30,764
-6,038
396
$433K ﹤0.01%
39,222
-25,287
397
$426K ﹤0.01%
4,800
398
$426K ﹤0.01%
22,833
-61,947
399
$422K ﹤0.01%
+2,450
400
$418K ﹤0.01%
10,379
-258