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
126
$57.2M 0.11%
503,169
-6,059
127
$57.1M 0.11%
2,282,297
-70,874
128
$57M 0.11%
2,399,278
-61,740
129
$56.9M 0.11%
4,120,767
-88,980
130
$56.2M 0.11%
2,234,145
-36,525
131
$56M 0.11%
1,004,570
-66,179
132
$55.9M 0.11%
733,849
-6,784
133
$54.8M 0.11%
291,552
-486
134
$54.6M 0.11%
1,269,702
-425,320
135
$53.7M 0.11%
1,296,898
-38,189
136
$53.7M 0.11%
855,640
-27,400
137
$52.4M 0.1%
2,895,931
-986,357
138
$51.9M 0.1%
+1,645,033
139
$51.6M 0.1%
1,467,007
+253,327
140
$50M 0.1%
8,684,959
+2,322,403
141
$50M 0.1%
692,434
-375
142
$48.8M 0.1%
2,702,726
-46,300
143
$48.1M 0.1%
8,005,512
+1,682,114
144
$47.7M 0.1%
1,522,708
-17,700
145
$46.3M 0.09%
534,029
+5,217
146
$46.3M 0.09%
663,817
-12,475
147
$45.3M 0.09%
1,998,466
+24,540
148
$45.1M 0.09%
583,105
-5,196
149
$45M 0.09%
563,447
-5,265
150
$45M 0.09%
1,375,987
-125,520