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
176
$33.2M 0.06%
224,127
+7,078
177
$32.7M 0.06%
80,932
-126
178
$32.5M 0.06%
2,215,148
-22,703
179
$32M 0.06%
329,054
+1,974
180
$31.7M 0.06%
1,088,864
-10,925
181
$31M 0.06%
440,470
+590
182
$30.9M 0.06%
360,557
+353,439
183
$30.5M 0.06%
467,340
-27,690
184
$30.4M 0.06%
87,758
+52,364
185
$30.3M 0.06%
1,278,802
+253,166
186
$29.4M 0.06%
506,504
-22,437
187
$29.2M 0.06%
388,641
+1,825
188
$28M 0.05%
1,309,602
+58,502
189
$27.9M 0.05%
486,475
-6,277
190
$26.6M 0.05%
847,024
-9,058
191
$26.5M 0.05%
1,046,243
-42,485
192
$26.4M 0.05%
419,354
+10,070
193
$26.4M 0.05%
696,069
-190
194
$26M 0.05%
224,399
-5,519
195
$26M 0.05%
610,166
+40,455
196
$26M 0.05%
846,850
-9,425
197
$25.3M 0.05%
468,064
+20,399
198
$25.1M 0.05%
548,896
-280
199
$25.1M 0.05%
2,082,301
-35,925
200
$24M 0.05%
224,020
+10,099