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
451
$232K ﹤0.01%
2,396
-69
452
$232K ﹤0.01%
4,035
-108
453
$231K ﹤0.01%
7,121
-140
454
$230K ﹤0.01%
3,872
-1,250
455
$229K ﹤0.01%
1,300
456
$223K ﹤0.01%
1,311
+100
457
$219K ﹤0.01%
+6,706
458
$218K ﹤0.01%
5,471
+660
459
$215K ﹤0.01%
+5,852
460
$214K ﹤0.01%
+25,980
461
$213K ﹤0.01%
17,336
-1,667
462
$213K ﹤0.01%
6,994
+660
463
$211K ﹤0.01%
2,869
-952
464
$208K ﹤0.01%
22,786
+4,556
465
$205K ﹤0.01%
+4,500
466
$205K ﹤0.01%
+2,230
467
$204K ﹤0.01%
+2,194
468
$195K ﹤0.01%
+12,300
469
$133K ﹤0.01%
25,336
470
$123K ﹤0.01%
3,304
+1,070
471
$121K ﹤0.01%
+4,326
472
$119K ﹤0.01%
12,000
473
$117K ﹤0.01%
+4,419
474
$107K ﹤0.01%
2,403
+240
475
$96K ﹤0.01%
575
+57