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
451
$217K ﹤0.01%
+4,091
452
$216K ﹤0.01%
3,181
-274
453
$214K ﹤0.01%
6,334
454
$210K ﹤0.01%
4,143
-4,838
455
$209K ﹤0.01%
1,476
-19
456
$206K ﹤0.01%
+4,016
457
$201K ﹤0.01%
+1,434
458
$200K ﹤0.01%
+1,211
459
$199K ﹤0.01%
18,230
460
$157K ﹤0.01%
10,815
461
$126K ﹤0.01%
12,000
462
$97K ﹤0.01%
2,163
463
$91K ﹤0.01%
25,336
464
$90K ﹤0.01%
11,927
-133
465
$90K ﹤0.01%
11,877
-300
466
$90K ﹤0.01%
518
-25
467
$85K ﹤0.01%
2,234
-500
468
$48K ﹤0.01%
1,100
469
$33K ﹤0.01%
11,000
-500
470
$7K ﹤0.01%
50
471
-11,115
472
-2,870
473
-26,150
474
-65,879
475
-2,904