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
201
$23.4M 0.05%
409,284
+14,950
202
$22.7M 0.05%
1,406,661
+360
203
$22.6M 0.05%
213,921
-170,799
204
$22.5M 0.04%
569,711
-16,019
205
$21.8M 0.04%
+328,545
206
$21.8M 0.04%
496,184
+128,200
207
$21.2M 0.04%
195,912
+7,354
208
$20.6M 0.04%
157,248
+7,024
209
$20.2M 0.04%
689,038
-5,300
210
$20.1M 0.04%
526,911
+23,925
211
$19.9M 0.04%
393,394
-12,311
212
$19.8M 0.04%
173,742
+4,697
213
$19.6M 0.04%
210,947
+26,235
214
$19.6M 0.04%
226,588
+1,972
215
$19.6M 0.04%
1,393,520
+62,750
216
$19.5M 0.04%
554,250
-4,750
217
$19.4M 0.04%
506,968
-7,702
218
$18.7M 0.04%
257,614
+10,259
219
$17.4M 0.03%
610,398
+41,157
220
$16.8M 0.03%
247,534
+5,344
221
$16.7M 0.03%
121,227
-6,532
222
$16.5M 0.03%
418,651
+13,205
223
$16.4M 0.03%
158,975
+16,939
224
$16.1M 0.03%
161,990
+92,095
225
$16M 0.03%
244,337
+1,149