Ken Fisher

Ken Fisher Fisher Asset Management

AUM $293B
1-Year Est. Return 28.33%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.33%
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 +$112M
3 +$57.7M
4
HDB icon
HDFC Bank
HDB
+$57.1M
5
TTM
Tata Motors Limited
TTM
+$49.1M

Top Sells

1 +$428M
2 +$107M
3 +$55.7M
4
QRVO icon
Qorvo
QRVO
+$52.2M
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
476
$86K ﹤0.01%
+25,000
477
$84K ﹤0.01%
11,696
-231
478
$81K ﹤0.01%
11,877
479
$51K ﹤0.01%
1,100
480
$41K ﹤0.01%
16,350
+5,350
481
$5K ﹤0.01%
60
+10
482
$2K ﹤0.01%
+10,000
483
-1,557,729
484
-10,784
485
-2,462
486
-6,240
487
-3,628
488
-3,619
489
-4,091
490
-14,610
491
-3,320
492
-3,602
493
-109,664
494
-14,600
495
-5,057
496
-5,000
497
-94,064
498
-663,463
499
-10,815
500
$0 ﹤0.01%
+20,000