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
301
$3.25M 0.01%
261,419
+70,019
302
$3.22M 0.01%
25,334
-12,160
303
$2.97M 0.01%
67,300
304
$2.78M 0.01%
+55,309
305
$2.78M 0.01%
157,588
+38,088
306
$2.75M 0.01%
41,100
-68
307
$2.57M 0.01%
137,232
+263
308
$2.54M 0.01%
+36,450
309
$2.54M 0.01%
55,450
310
$2.51M 0.01%
26,830
-7,570
311
$2.5M 0.01%
161,450
+4,290
312
$2.41M 0.01%
49,732
+33,999
313
$2.39M 0.01%
31,899
-549,700
314
$2.34M ﹤0.01%
55,733
+12,287
315
$2.3M ﹤0.01%
70,163
+304
316
$2.3M ﹤0.01%
+59,164
317
$2.24M ﹤0.01%
+41,030
318
$2.19M ﹤0.01%
+25,621
319
$2.19M ﹤0.01%
28,440
-4,325
320
$2.17M ﹤0.01%
30,477
321
$2.14M ﹤0.01%
56,450
-4,800
322
$2.1M ﹤0.01%
24,556
+12,611
323
$2.06M ﹤0.01%
30,142
-16,143
324
$1.8M ﹤0.01%
67,270
-7,226
325
$1.76M ﹤0.01%
20,840
-5,794
11 12
13
14 15