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
276
$6.44M 0.01%
907,692
+138,970
277
$6.41M 0.01%
34,658
+318
278
$6.39M 0.01%
68,745
+8,500
279
$6.36M 0.01%
129,048
+24,647
280
$6.27M 0.01%
177,645
+30,200
281
$6.14M 0.01%
116,270
-6,300
282
$6.14M 0.01%
119,378
+3,568
283
$5.96M 0.01%
105,686
+3,786
284
$5.92M 0.01%
46,019
+895
285
$5.87M 0.01%
62,325
286
$5.5M 0.01%
+77,080
287
$5.42M 0.01%
47,128
+1,465
288
$5.38M 0.01%
266,928
+104,856
289
$5.22M 0.01%
197,400
-21,800
290
$5.18M 0.01%
428,636
+9,649
291
$4M 0.01%
105,515
-66,545
292
$3.61M 0.01%
87,400
293
$3.53M 0.01%
68,800
-20
294
$3.46M 0.01%
140,650
-5,095
295
$3.42M 0.01%
180,482
+14,493
296
$3.38M 0.01%
37,717
-17,575
297
$3.31M 0.01%
36,558
-30,858
298
$3.3M 0.01%
94,873
+7,690
299
$3.3M 0.01%
31,633
-20,404
300
$3.27M 0.01%
129,100
10 11
12
13 14