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
$47.6B
AUM Growth
+$3.22B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
668
New
Increased
Reduced
Closed

Top Buys

1 +$506M
2 +$486M
3 +$332M
4
BAY
BAYER AG SPONS ADR
BAY
+$287M
5
LYG icon
Lloyds Banking Group
LYG
+$273M

Top Sells

1 +$1.01B
2 +$544M
3 +$501M
4
CSE
CAPITALSOURCE INC
CSE
+$95.8M
5
PL
PROTECTIVE LIFE CORP
PL
+$80.8M

Sector Composition

1 Financials 21.32%
2 Healthcare 13.89%
3 Technology 12.13%
4 Industrials 7.64%
5 Consumer Discretionary 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$12M 0.03%
336,395
-24,905
227
$11.8M 0.02%
491,046
-1,258,281
228
$11.8M 0.02%
+410,000
229
$11.7M 0.02%
155,365
+67,257
230
$11.6M 0.02%
212,616
-3,288
231
$11.3M 0.02%
131,064
+56,422
232
$11.2M 0.02%
133,009
+3,532
233
$11.2M 0.02%
449,061
+202,083
234
$11.2M 0.02%
90,063
+11,515
235
$11.1M 0.02%
166,016
+10,059
236
$11M 0.02%
32,040
-84,964
237
$10.9M 0.02%
346,666
+13,606
238
$10.8M 0.02%
278,149
+14,694
239
$10.7M 0.02%
251,139
+79,610
240
$10.7M 0.02%
150,122
-27,485
241
$10.6M 0.02%
257,917
-3,335
242
$10.6M 0.02%
221,207
+59,862
243
$10.5M 0.02%
468,757
+70,087
244
$10.2M 0.02%
402,885
+35,931
245
$10.2M 0.02%
145,586
+12,820
246
$10.1M 0.02%
85,316
+35,429
247
$10.1M 0.02%
200,647
-25,292
248
$9.89M 0.02%
223,000
+40,150
249
$9.6M 0.02%
252,944
-21,063
250
$9.6M 0.02%
+903,781