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
51
$298M 0.6%
26,081,125
+5,313,265
52
$294M 0.59%
2,660,167
+68,309
53
$270M 0.54%
10,010,608
+19,577
54
$263M 0.53%
2,433,581
+46,932
55
$257M 0.51%
18,973,643
+673,504
56
$246M 0.49%
2,062,668
+316,121
57
$229M 0.46%
2,020,268
+253,854
58
$211M 0.42%
2,119,129
+13,081
59
$208M 0.42%
2,295,312
+61,350
60
$206M 0.41%
4,243,332
+74,492
61
$185M 0.37%
1,459,885
-8,806
62
$180M 0.36%
862,866
+194,093
63
$171M 0.34%
1,703,627
-29,863
64
$170M 0.34%
5,792,994
+1,365,664
65
$168M 0.34%
2,439,694
-16,057
66
$153M 0.31%
7,226,921
-213,973
67
$150M 0.3%
+1,878,933
68
$147M 0.29%
+4,657,473
69
$136M 0.27%
967,087
+195,435
70
$121M 0.24%
2,997,874
-25,657
71
$114M 0.23%
1,624,591
-4,115
72
$111M 0.22%
2,267,283
-33,686
73
$109M 0.22%
11,762,984
-77,428
74
$106M 0.21%
2,199,682
-99,425
75
$105M 0.21%
2,683,824
+80,877