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
176
$32.5M 0.07%
327,080
-11,716
177
$32.1M 0.06%
1,272,655
-41,406
178
$32M 0.06%
626,715
+15,453
179
$31.9M 0.06%
402,466
+19,364
180
$31.8M 0.06%
+3,975,457
181
$31.4M 0.06%
2,237,851
-12,222
182
$30.7M 0.06%
528,941
-71,132
183
$30.6M 0.06%
217,049
+6,726
184
$30.6M 0.06%
1,025,636
+151,200
185
$30.3M 0.06%
856,082
-11,050
186
$29.9M 0.06%
439,880
-5,072
187
$29.4M 0.06%
380,970
-8,582
188
$29.3M 0.06%
856,275
-4,975
189
$28.3M 0.06%
492,752
-27,929
190
$28M 0.06%
549,176
-4,550
191
$27.8M 0.06%
+1,069,518
192
$26.5M 0.05%
229,918
+2,587
193
$26.5M 0.05%
1,251,100
+55,942
194
$26.5M 0.05%
2,118,226
-15,800
195
$26.5M 0.05%
386,816
+5,962
196
$26.4M 0.05%
1,088,728
-3,301
197
$25M 0.05%
156,623
+2,184
198
$24.3M 0.05%
447,665
+37,489
199
$23.7M 0.05%
1,557,729
+335,156
200
$23.5M 0.05%
696,259
-8,900