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
26
$627M 1.25%
7,649,314
+20,503
27
$602M 1.2%
11,691,549
+53,332
28
$599M 1.2%
19,163,686
+145,334
29
$591M 1.18%
6,685,090
-19,129
30
$579M 1.16%
24,676,826
+2,334,272
31
$575M 1.15%
4,723,960
-139,165
32
$504M 1.01%
13,421,302
-307,993
33
$496M 0.99%
8,605,664
-6,339
34
$490M 0.98%
5,123,614
+6,976
35
$481M 0.96%
11,154,833
+75,008
36
$479M 0.96%
25,508,172
+786,716
37
$433M 0.87%
14,078,819
+234,680
38
$428M 0.85%
5,925,913
+252,836
39
$422M 0.84%
15,332,186
+129,874
40
$411M 0.82%
10,138,290
-21,696
41
$407M 0.81%
6,746,760
-3,705
42
$404M 0.81%
86,484,813
-1,541,633
43
$384M 0.77%
7,000,115
+40,861
44
$377M 0.75%
2,509,075
+15,656
45
$376M 0.75%
4,428,735
+45,519
46
$367M 0.73%
24,945,800
+3,236,628
47
$366M 0.73%
3,483,118
+42,132
48
$348M 0.7%
4,170,157
+43,184
49
$318M 0.63%
36,233,456
+8,111,152
50
$313M 0.63%
6,945,478
+1,195,548