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
51
$288M 0.56%
25,991,270
-89,855
52
$285M 0.55%
2,417,994
+355,326
53
$282M 0.55%
8,177,327
+1,231,849
54
$278M 0.54%
10,083,110
+72,502
55
$268M 0.52%
2,307,674
+287,406
56
$252M 0.49%
2,505,502
+71,921
57
$235M 0.46%
6,477,810
+684,816
58
$209M 0.41%
1,454,870
-5,015
59
$208M 0.4%
2,337,054
+41,742
60
$204M 0.4%
4,302,267
+58,935
61
$191M 0.37%
2,171,779
+52,650
62
$186M 0.36%
932,813
+69,947
63
$180M 0.35%
1,586,497
-117,130
64
$156M 0.3%
2,431,850
-7,844
65
$154M 0.3%
1,109,030
+141,943
66
$151M 0.29%
4,782,842
+125,369
67
$147M 0.29%
7,030,514
-196,407
68
$135M 0.26%
3,003,485
+5,611
69
$129M 0.25%
3,330,940
+398,312
70
$114M 0.22%
3,777,869
+478,272
71
$107M 0.21%
+1,306,608
72
$107M 0.21%
11,281,511
+2,458,213
73
$107M 0.21%
2,340,690
-12,785
74
$106M 0.21%
2,680,330
-25,585
75
$104M 0.2%
2,249,518
-17,765
1 2
3
4 5