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
101
$74M 0.15%
1,351,778
-8,920
102
$73.5M 0.15%
4,276,800
-80,665
103
$71.5M 0.14%
1,554,352
+38,413
104
$71M 0.14%
1,085,813
+7,120
105
$70.8M 0.14%
2,260,702
+77,820
106
$69.9M 0.14%
585,435
+15,395
107
$67M 0.13%
878,092
-17,470
108
$66.7M 0.13%
997,811
+12,381
109
$66.7M 0.13%
3,880,603
+400,911
110
$65.4M 0.13%
1,866,508
-30,550
111
$65.3M 0.13%
1,370,403
-35,655
112
$65M 0.13%
2,674,380
-28,886
113
$64.9M 0.13%
642,019
-17,908
114
$64.7M 0.13%
1,155,483
-22,485
115
$64.3M 0.13%
1,729,910
-2,490
116
$63.9M 0.13%
3,253,934
-53,800
117
$63.8M 0.13%
2,087,149
-35,525
118
$63.1M 0.13%
1,280,826
-7,187
119
$62.7M 0.13%
1,484,073
-205,580
120
$61.4M 0.12%
722,754
-12,650
121
$60.1M 0.12%
772,382
-6,152
122
$59.8M 0.12%
2,316,764
-33,515
123
$59.5M 0.12%
1,388,125
-58,525
124
$59.2M 0.12%
1,010,756
+9,651
125
$57.8M 0.12%
795,909
+216,917