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
426
$310K ﹤0.01%
4,800
-264
427
$309K ﹤0.01%
5,122
-534
428
$306K ﹤0.01%
3,320
-46
429
$302K ﹤0.01%
2,735
-717
430
$293K ﹤0.01%
3,821
+650
431
$282K ﹤0.01%
3,337
+50
432
$278K ﹤0.01%
3,619
+496
433
$272K ﹤0.01%
5,000
434
$267K ﹤0.01%
2,465
-251
435
$266K ﹤0.01%
1,650
-307
436
$263K ﹤0.01%
2,339
+19
437
$262K ﹤0.01%
6,240
-3,329
438
$255K ﹤0.01%
8,750
-66
439
$254K ﹤0.01%
4,811
-1,234
440
$250K ﹤0.01%
+5,057
441
$246K ﹤0.01%
+3,602
442
$243K ﹤0.01%
5,820
+22
443
$242K ﹤0.01%
2,950
-93
444
$241K ﹤0.01%
534
+10
445
$239K ﹤0.01%
+19,003
446
$238K ﹤0.01%
7,261
447
$230K ﹤0.01%
2,462
-20,010
448
$225K ﹤0.01%
+1,300
449
$222K ﹤0.01%
+9,138
450
$220K ﹤0.01%
+3,628