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
76
$104M 0.21%
1,971,743
-49,599
77
$104M 0.21%
2,098,191
-24,140
78
$104M 0.21%
2,212,375
-40,360
79
$101M 0.2%
3,299,597
+817,905
80
$100M 0.2%
1,493,298
-7,745
81
$100M 0.2%
2,705,915
-55,330
82
$96.8M 0.19%
2,932,628
+798,128
83
$95.1M 0.19%
13,202,765
+2,221,722
84
$94.6M 0.19%
2,832,141
-112,750
85
$90.6M 0.18%
2,353,475
-58,740
86
$90M 0.18%
2,377,689
-20,498
87
$89.2M 0.18%
4,179,888
-45,975
88
$85.9M 0.17%
1,633,987
-6,557
89
$84.5M 0.17%
1,803,473
-35,668
90
$83.7M 0.17%
313,156
-4,456
91
$83.1M 0.17%
8,823,298
+1,491,743
92
$83M 0.17%
2,847,775
-62,390
93
$80.8M 0.16%
1,648,132
-29,740
94
$78.9M 0.16%
1,310,477
-10,075
95
$78.6M 0.16%
2,299,852
+8,015
96
$77.8M 0.16%
1,242,116
-16,695
97
$77.5M 0.15%
789,615
+18,114
98
$76.3M 0.15%
461,071
-4,169
99
$75.9M 0.15%
743,419
-6,107
100
$74.3M 0.15%
3,199,033
-56,075