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
151
$43.9M 0.09%
663,463
-268,728
152
$43.5M 0.09%
994,990
+8,198
153
$42.7M 0.09%
5,067,102
-80,888
154
$42.4M 0.08%
808,018
-12,590
155
$41.4M 0.08%
1,724,187
+45,225
156
$41.3M 0.08%
780,280
-5,550
157
$40.9M 0.08%
1,261,811
-13,393
158
$39.6M 0.08%
967,735
-142,792
159
$39.3M 0.08%
405,469
+7,241
160
$39.3M 0.08%
6,317,310
-57,395
161
$39.2M 0.08%
623,597
-8,813
162
$39M 0.08%
288,501
-1,675
163
$38.6M 0.08%
716,008
-3,795
164
$38.4M 0.08%
1,099,789
-16,040
165
$38.2M 0.08%
3,508,602
-34,546
166
$37.9M 0.08%
779,565
-17,825
167
$37.3M 0.07%
248,651
+2,762
168
$37.2M 0.07%
861,858
-12,325
169
$36.1M 0.07%
526,959
-9,014
170
$36M 0.07%
336,835
-146,972
171
$35.5M 0.07%
672,277
-3,839
172
$34.2M 0.07%
81,058
+1,804
173
$34M 0.07%
835,001
-18,700
174
$33.7M 0.07%
1,098,025
-90,600
175
$33.4M 0.07%
495,030
+9,565