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
376
$712K ﹤0.01%
10,892
+471
377
$695K ﹤0.01%
6,205
+164
378
$660K ﹤0.01%
10,528
379
$610K ﹤0.01%
9,517
-76,379
380
$606K ﹤0.01%
9,056
-527
381
$604K ﹤0.01%
4,473
+1,384
382
$591K ﹤0.01%
18,533
383
$583K ﹤0.01%
7,507
-1,035
384
$559K ﹤0.01%
7,700
-17
385
$553K ﹤0.01%
2,975
-317
386
$549K ﹤0.01%
+9,508
387
$544K ﹤0.01%
3,314
-17
388
$541K ﹤0.01%
4,378
-8
389
$539K ﹤0.01%
6,688
+127
390
$523K ﹤0.01%
+17,458
391
$516K ﹤0.01%
58,024
-326
392
$497K ﹤0.01%
12,005
-2,417
393
$492K ﹤0.01%
7,747
-1,572
394
$484K ﹤0.01%
5,531
-97
395
$478K ﹤0.01%
6,445
-272
396
$470K ﹤0.01%
29,200
397
$462K ﹤0.01%
11,725
-9,884
398
$458K ﹤0.01%
+3,898
399
$445K ﹤0.01%
32,638
+1,874
400
$440K ﹤0.01%
5,209
+413