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
251
$13.7M 0.02%
406,649
+28,210
252
$12.9M 0.02%
194,623
-14,274
253
$12.8M 0.02%
1,018,463
+51,282
254
$12.5M 0.02%
128,017
+1,413
255
$12.4M 0.02%
870,776
256
$12.3M 0.02%
789,984
+26,915
257
$12.2M 0.02%
354,735
+12,985
258
$12M 0.02%
292,143
+1,645
259
$11.8M 0.02%
96,807
-16,459
260
$11.8M 0.02%
132,741
+2,958
261
$11.4M 0.02%
490,159
+166,800
262
$11.2M 0.02%
441,605
+15,043
263
$10.9M 0.02%
132,067
+5,585
264
$10.8M 0.02%
168,533
-26,326
265
$10.8M 0.02%
337,654
-54,240
266
$10.6M 0.02%
374,606
+357,296
267
$10.4M 0.02%
863,225
+6,003
268
$10.3M 0.02%
109,455
-6,811
269
$10.3M 0.02%
126,587
+38,423
270
$9.93M 0.02%
171,378
+9,315
271
$9.69M 0.02%
267,712
+10,245
272
$9.62M 0.02%
974,512
-246,645
273
$9.5M 0.02%
349,005
+12,050
274
$9.22M 0.02%
172,193
-23,019
275
$8.76M 0.02%
725,011