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
101
$75.1M 0.15%
1,346,767
-5,011
102
$75.1M 0.15%
1,292,202
-18,275
103
$74.3M 0.14%
4,157,133
-22,755
104
$72.6M 0.14%
1,360,478
-9,925
105
$72.3M 0.14%
4,222,555
-54,245
106
$72.2M 0.14%
1,524,332
-30,020
107
$71.9M 0.14%
867,517
-10,575
108
$70.7M 0.14%
2,083,106
-216,746
109
$69.7M 0.14%
300,507
-12,649
110
$68.8M 0.13%
1,251,322
-18,380
111
$67.6M 0.13%
1,006,679
-4,077
112
$67.4M 0.13%
739,399
-4,020
113
$67.3M 0.13%
646,733
+4,714
114
$66.8M 0.13%
1,096,390
+10,577
115
$65.2M 0.13%
2,214,990
-19,155
116
$64.7M 0.13%
3,209,004
-44,930
117
$63.9M 0.12%
1,382,350
-5,775
118
$63.9M 0.12%
1,296,873
+16,047
119
$62.7M 0.12%
1,850,608
-15,900
120
$62.6M 0.12%
7,168,334
+3,192,877
121
$62.2M 0.12%
2,367,484
+50,720
122
$61.6M 0.12%
772,342
-40
123
$61.1M 0.12%
292,873
+1,321
124
$60.5M 0.12%
2,532,847
+250,550
125
$58.7M 0.11%
1,473,782
+6,775
3 4
5
6 7