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
276
$8.49M 0.02%
494,903
+442,342
277
$8.23M 0.01%
153,236
+29,807
278
$8.21M 0.01%
96,562
-20,361
279
$7.99M 0.01%
370,197
+10
280
$7.84M 0.01%
294,822
+37,294
281
$7.84M 0.01%
134,650
+35,722
282
$7.75M 0.01%
140,310
-12,295
283
$7.72M 0.01%
88,914
-1,931
284
$7.7M 0.01%
460,000
285
$7.68M 0.01%
229,399
+82,200
286
$7.56M 0.01%
254,772
-115,992
287
$7.55M 0.01%
228,223
-48,451
288
$7.52M 0.01%
609,497
+205,288
289
$7.51M 0.01%
141,750
-24,636
290
$7.39M 0.01%
116,041
291
$7.3M 0.01%
206,740
-40,809
292
$7.29M 0.01%
414,044
+118,900
293
$7.28M 0.01%
204,716
+421
294
$7.25M 0.01%
212,027
-73,054
295
$7.12M 0.01%
229,759
-9,764
296
$6.83M 0.01%
84,606
-13,708
297
$6.65M 0.01%
83,597
+5,817
298
$6.5M 0.01%
54,559
-5,800
299
$6.45M 0.01%
69,595
+13,414
300
$6.35M 0.01%
54,683
-6,090