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
401
$414K ﹤0.01%
+29,200
402
$406K ﹤0.01%
4,796
-2,777
403
$403K ﹤0.01%
7,123
-404
404
$394K ﹤0.01%
11,968
-2,248
405
$387K ﹤0.01%
11,835
+466
406
$381K ﹤0.01%
6,737
+77
407
$371K ﹤0.01%
14,507
-5,167
408
$368K ﹤0.01%
26,113
-8,147
409
$366K ﹤0.01%
7,062
-636
410
$365K ﹤0.01%
9,730
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411
$356K ﹤0.01%
5,696
412
$350K ﹤0.01%
5,055
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413
$346K ﹤0.01%
6,211
-2,404
414
$345K ﹤0.01%
3,000
415
$339K ﹤0.01%
7,514
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416
$335K ﹤0.01%
3,095
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417
$325K ﹤0.01%
10,881
+2,421
418
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7,318
-852
419
$322K ﹤0.01%
10,784
-931,035
420
$320K ﹤0.01%
9,588
421
$319K ﹤0.01%
3,425
-2,303
422
$317K ﹤0.01%
2,812
-1,944
423
$316K ﹤0.01%
3,627
+105
424
$313K ﹤0.01%
8,662
-3,834
425
$311K ﹤0.01%
5,443
-44