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
151
$43.9M 0.09%
769,330
-10,950
152
$43.2M 0.08%
233,870
-227,201
153
$43.1M 0.08%
286,216
-2,285
154
$42.4M 0.08%
581,670
-1,435
155
$41.9M 0.08%
1,245,296
-16,515
156
$41.5M 0.08%
+2,497,815
157
$40.4M 0.08%
556,247
-7,200
158
$40.1M 0.08%
1,363,317
-12,670
159
$39.9M 0.08%
3,487,942
-20,660
160
$39.7M 0.08%
807,871
+135,594
161
$39.2M 0.08%
2,026,246
+27,780
162
$39.1M 0.08%
517,239
-9,720
163
$39.1M 0.08%
403,233
-2,236
164
$38M 0.07%
1,677,993
+608,475
165
$36.3M 0.07%
826,181
-8,820
166
$35.8M 0.07%
508,316
+105,850
167
$35.4M 0.07%
255,110
+6,459
168
$35.2M 0.07%
333,220
-3,615
169
$34.7M 0.07%
1,258,910
-13,745
170
$34.6M 0.07%
617,122
-6,475
171
$34.5M 0.07%
1,081,085
-16,940
172
$34M 0.07%
646,420
+19,705
173
$33.8M 0.07%
966,200
-1,535
174
$33.5M 0.07%
772,206
-222,784
175
$33.4M 0.06%
716,953
+945