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
301
$6.32M 0.01%
162,529
302
$6.25M 0.01%
28,058
-4,969
303
$6.1M 0.01%
89,690
-13,558
304
$6.09M 0.01%
129,607
+6,513
305
$5.95M 0.01%
247,310
-31,215
306
$5.83M 0.01%
123,109
+32,590
307
$5.82M 0.01%
112,617
-5,618
308
$5.72M 0.01%
773,413
+116,100
309
$5.7M 0.01%
108,314
-5,606
310
$5.61M 0.01%
83,837
311
$5.52M 0.01%
326,207
312
$5.42M 0.01%
108,232
-10,858
313
$5.24M 0.01%
104,458
+27,235
314
$5.18M 0.01%
44,598
-5,828
315
$5.14M 0.01%
+130,527
316
$4.97M 0.01%
127,573
+30,400
317
$4.97M 0.01%
623,658
-200,934
318
$4.93M 0.01%
99,775
-16,043
319
$4.91M 0.01%
33,938
-5,244
320
$4.91M 0.01%
+163,868
321
$4.82M 0.01%
76,162
-3,202
322
$4.79M 0.01%
96,508
+3,696
323
$4.77M 0.01%
42,987
+1,495
324
$4.73M 0.01%
150,075
-20,627
325
$4.7M 0.01%
52,033