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
251
$9.47M 0.02%
243,985
-33,300
252
$9.42M 0.02%
146,761
-2,224
253
$9.29M 0.02%
135,099
+36,964
254
$9.16M 0.02%
111,194
+2,748
255
$8.76M 0.02%
264,830
-26,048
256
$8.38M 0.02%
131,440
+32,630
257
$8.33M 0.02%
173,160
-3,125
258
$8.21M 0.02%
236,051
-31,934
259
$8.14M 0.02%
549,228
+33,648
260
$8.08M 0.02%
168,260
-29,002
261
$7.96M 0.02%
674,696
-8,050
262
$7.86M 0.02%
172,986
-2,890
263
$7.83M 0.02%
161,119
+1,219
264
$7.82M 0.02%
+791,760
265
$7.54M 0.02%
170,516
+23,287
266
$7.51M 0.02%
428,215
-59,050
267
$7.31M 0.02%
72,039
-1,150
268
$7.19M 0.02%
+338,031
269
$7.12M 0.02%
80,389
+29,824
270
$7.07M 0.01%
747,093
+67,293
271
$6.99M 0.01%
92,014
+48,914
272
$6.98M 0.01%
167,498
+24,300
273
$6.89M 0.01%
239,671
-30,400
274
$6.72M 0.01%
198,436
-5,764
275
$6.49M 0.01%
331,000
-282,001