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
401
$439K ﹤0.01%
+3,100
402
$438K ﹤0.01%
10,424
+45
403
$426K ﹤0.01%
2,450
404
$423K ﹤0.01%
8,109
+1,898
405
$418K ﹤0.01%
36,000
406
$410K ﹤0.01%
15,555
+1,048
407
$406K ﹤0.01%
+1,828
408
$406K ﹤0.01%
37,338
-1,884
409
$403K ﹤0.01%
4,039
-278
410
$401K ﹤0.01%
26,064
-49
411
$398K ﹤0.01%
13,323
+1,355
412
$397K ﹤0.01%
4,544
+129
413
$394K ﹤0.01%
7,514
414
$377K ﹤0.01%
3,939
+514
415
$375K ﹤0.01%
3,568
+473
416
$375K ﹤0.01%
8,956
+1,638
417
$367K ﹤0.01%
8,909
+247
418
$362K ﹤0.01%
6,686
-376
419
$355K ﹤0.01%
5,696
420
$351K ﹤0.01%
6,331
-406
421
$346K ﹤0.01%
6,208
-915
422
$340K ﹤0.01%
4,159
-896
423
$339K ﹤0.01%
4,800
424
$331K ﹤0.01%
3,000
425
$323K ﹤0.01%
2,817
+5