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
$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
1
$1.38B 2.68%
44,049,304
+807,076
2
$1.34B 2.6%
11,544,005
+255,955
3
$1.3B 2.53%
11,089,388
-128,683
4
$1.08B 2.1%
49,810,840
+498,420
5
$1.07B 2.07%
33,534,853
+641,335
6
$1.05B 2.04%
18,703,566
+166,319
7
$1.04B 2.02%
10,641,756
+184,940
8
$977M 1.9%
14,549,446
+233,357
9
$964M 1.87%
8,448,724
+46,412
10
$931M 1.81%
13,741,257
+163,129
11
$926M 1.8%
8,332,312
+34,821
12
$911M 1.77%
13,044,088
+224,544
13
$900M 1.75%
11,582,093
+210,059
14
$859M 1.67%
7,667,157
-107,684
15
$816M 1.59%
6,408,941
+75,631
16
$794M 1.54%
17,987,872
+226,900
17
$757M 1.47%
28,453,640
+447,921
18
$751M 1.46%
5,516,025
+73,566
19
$748M 1.45%
6,152,929
+310,411
20
$733M 1.42%
24,369,498
+151,606
21
$727M 1.41%
42,694,441
+621,108
22
$673M 1.31%
24,591,728
-728,742
23
$656M 1.28%
13,246,593
+188,498
24
$653M 1.27%
11,825,099
+133,550
25
$645M 1.25%
4,610,296
+2,101,221