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
$56.3B
AUM Growth
+$2.43B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
812
New
Increased
Reduced
Closed

Top Buys

1 +$338M
2 +$278M
3 +$94.2M
4
COF icon
Capital One
COF
+$85.3M
5
LYG icon
Lloyds Banking Group
LYG
+$68.4M

Top Sells

1 +$271M
2 +$182M
3 +$118M
4
BAC icon
Bank of America
BAC
+$118M
5
BCS icon
Barclays
BCS
+$77.9M

Sector Composition

1 Financials 17.39%
2 Technology 14.47%
3 Healthcare 13.22%
4 Consumer Discretionary 8.36%
5 Industrials 6.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$19.1M 0.03%
674,159
+17,462
227
$18.4M 0.03%
147,608
-5,134
228
$18.3M 0.03%
612,914
+31,310
229
$18.3M 0.03%
237,482
-24,363
230
$18M 0.03%
9,889,712
231
$17.8M 0.03%
247,793
-4,409
232
$17.7M 0.03%
120,359
-9,064
233
$17.5M 0.03%
1,332,255
-8,986,656
234
$17.1M 0.03%
102,794
+1,221
235
$16.7M 0.03%
516,249
-6,363
236
$16.3M 0.03%
606,930
+155,063
237
$15.9M 0.03%
205,709
-13,722
238
$15.9M 0.03%
704,153
+338,922
239
$15.5M 0.03%
370,551
-20,800
240
$15.4M 0.03%
655,399
+22,755
241
$15.4M 0.03%
835,236
+31,968
242
$15.4M 0.03%
265,456
-33,042
243
$15.1M 0.03%
336,399
+298,363
244
$14.3M 0.03%
453,870
-13,900
245
$14.3M 0.03%
237,383
+5,801
246
$14.2M 0.03%
221,606
-18,245
247
$14.1M 0.03%
466,328
-66,799
248
$14.1M 0.03%
587,922
-87,020
249
$13.7M 0.02%
182,112
-34,246
250
$13.7M 0.02%
171,248
+5,892