Ken Fisher

Ken Fisher Fisher Asset Management

AUM $252B
1-Year Return 19.67%
 

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 Return
1 Year Return
+19.67%
3 Year Return
5 Year Return
10 Year 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
1
$1.37B 2.75%
11,288,050
+188,565
2
$1.35B 2.69%
43,242,228
+186,432
3
$1.33B 2.66%
11,218,071
-309,391
4
$1.09B 2.17%
32,893,518
+12,497
5
$1.05B 2.1%
10,456,816
+32,209
6
$1.01B 2.01%
18,537,247
+27,993
7
$946M 1.89%
12,819,544
+39,752
8
$943M 1.88%
8,297,491
+2,783
9
$936M 1.87%
14,316,089
+89,169
10
$917M 1.83%
49,312,420
+1,008,880
11
$888M 1.78%
11,372,034
+107,224
12
$881M 1.76%
8,402,312
-2,103
13
$851M 1.7%
7,774,841
-247,993
14
$823M 1.64%
13,578,128
+57,172
15
$785M 1.57%
5,442,459
+11,391
16
$771M 1.54%
28,005,719
+85,855
17
$753M 1.5%
6,333,310
+16,110
18
$722M 1.44%
17,760,972
+139,235
19
$711M 1.42%
5,842,518
+226,770
20
$684M 1.37%
24,217,892
-40,652
21
$676M 1.35%
25,320,470
-758,826
22
$649M 1.3%
4,638,335
-3,295
23
$648M 1.29%
42,073,333
+140,769
24
$647M 1.29%
9,331,250
+110,214
25
$646M 1.29%
13,058,095
-26,938