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
426
$297K ﹤0.01%
9,588
427
$292K ﹤0.01%
+15,485
428
$292K ﹤0.01%
10,108
+1,358
429
$290K ﹤0.01%
2,788
+53
430
$290K ﹤0.01%
8,688
-1,042
431
$288K ﹤0.01%
565
+31
432
$286K ﹤0.01%
+2,545
433
$279K ﹤0.01%
3,194
-143
434
$274K ﹤0.01%
4,800
435
$272K ﹤0.01%
4,481
+1,300
436
$269K ﹤0.01%
10,881
437
$268K ﹤0.01%
1,688
+38
438
$266K ﹤0.01%
2,490
+151
439
$260K ﹤0.01%
5,055
-388
440
$258K ﹤0.01%
+2,605
441
$255K ﹤0.01%
+6,723
442
$255K ﹤0.01%
3,128
+178
443
$254K ﹤0.01%
11,955
-10,878
444
$244K ﹤0.01%
4,666
+650
445
$244K ﹤0.01%
9,138
446
$244K ﹤0.01%
2,871
-756
447
$244K ﹤0.01%
5,822
+2
448
$241K ﹤0.01%
+3,726
449
$238K ﹤0.01%
6,518
-5,317
450
$235K ﹤0.01%
1,697
+263