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
126
$58.3M 0.11%
1,755,758
+233,050
127
$57.9M 0.11%
714,279
-8,475
128
$57.6M 0.11%
1,152,573
-2,910
129
$57.1M 0.11%
506,692
+3,523
130
$57M 0.11%
858,546
+2,906
131
$55.4M 0.11%
9,083,007
+398,048
132
$54.3M 0.11%
1,889,443
-197,706
133
$51.7M 0.1%
991,115
-13,455
134
$50.5M 0.1%
4,322,817
+202,050
135
$49.8M 0.1%
5,876,025
+808,923
136
$49.2M 0.1%
2,285,696
-546,445
137
$48.6M 0.09%
697,159
+4,725
138
$48M 0.09%
2,372,558
-26,720
139
$47.9M 0.09%
1,058,228
-425,845
140
$47.6M 0.09%
764,605
-14,960
141
$47.4M 0.09%
533,442
-587
142
$47.3M 0.09%
725,319
-8,530
143
$46.5M 0.09%
2,675,716
-27,010
144
$46.2M 0.09%
658,192
-5,625
145
$46.1M 0.09%
6,385,058
+67,748
146
$46M 0.09%
795,868
-12,150
147
$45.4M 0.09%
1,716,992
-7,195
148
$45.3M 0.09%
784,916
-212,895
149
$44.7M 0.09%
2,422,188
-473,743
150
$44.7M 0.09%
702,233
+321,263