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
76
$104M 0.2%
1,613,251
-11,340
77
$103M 0.2%
2,189,317
-10,365
78
$102M 0.2%
2,191,144
-21,231
79
$101M 0.2%
1,952,908
-18,835
80
$101M 0.2%
15,260,670
+2,057,905
81
$99.8M 0.19%
11,662,994
-99,990
82
$98.6M 0.19%
2,083,456
-14,735
83
$96.8M 0.19%
1,206,108
-672,825
84
$96.3M 0.19%
2,424,704
+47,015
85
$96.3M 0.19%
1,780,768
-22,705
86
$92.7M 0.18%
791,630
+2,015
87
$89.5M 0.17%
1,647,237
-895
88
$89M 0.17%
1,503,538
+10,240
89
$85.9M 0.17%
1,029,030
+233,121
90
$83.4M 0.16%
4,637,183
+756,580
91
$82.7M 0.16%
3,510,890
+836,510
92
$81.8M 0.16%
3,177,313
-21,720
93
$80.5M 0.16%
1,431,839
-202,148
94
$78.4M 0.15%
2,633,377
+372,675
95
$77.7M 0.15%
2,019,747
+289,837
96
$77.3M 0.15%
8,535,979
+530,467
97
$76.5M 0.15%
2,472,683
+827,650
98
$76.5M 0.15%
1,319,486
+77,370
99
$75.6M 0.15%
2,803,045
-44,730
100
$75.5M 0.15%
575,585
-9,850
2 3
4
5 6