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
201
$23.8M 0.05%
155,101
-1,522
202
$22.9M 0.04%
548,261
+21,350
203
$22.8M 0.04%
391,394
-2,000
204
$21.7M 0.04%
325,045
-3,500
205
$21.7M 0.04%
231,722
+5,134
206
$21M 0.04%
1,399,126
-7,535
207
$20.9M 0.04%
554,000
-250
208
$20.6M 0.04%
1,453,190
+59,670
209
$20.4M 0.04%
210,197
-750
210
$20.2M 0.04%
271,515
+13,901
211
$19.9M 0.04%
159,453
+2,205
212
$19.1M 0.04%
180,319
+6,577
213
$19M 0.04%
635,998
+25,600
214
$18.5M 0.04%
677,745
+411,190
215
$18.5M 0.04%
193,938
-1,974
216
$18.4M 0.04%
234,173
+3,720
217
$18.3M 0.04%
479,746
+61,095
218
$18.2M 0.04%
496,184
219
$17.9M 0.03%
244,647
+310
220
$17.8M 0.03%
351,800
+45,880
221
$17.4M 0.03%
479,248
-27,720
222
$16.7M 0.03%
740,955
-21,825
223
$16.4M 0.03%
300,900
+101,915
224
$16.4M 0.03%
156,437
-2,538
225
$16.2M 0.03%
687,888
-1,150