Ken Fisher

Ken Fisher Fisher Asset Management

AUM $293B
1-Year Est. Return 28.33%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.33%
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
+$499M
2
+$479M
3
+$328M
4
BAY
BAYER AG SPONS ADR
BAY
+$287M
5
LYG icon
Lloyds Banking Group
LYG
+$275M

Top Sells

1
+$958M
2
+$565M
3
+$502M
4
CSE
CAPITALSOURCE INC
CSE
+$95.8M
5
PL
PROTECTIVE LIFE CORP
PL
+$66.4M

Sector Composition

1 Financials 19.81%
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
326
$1.73M ﹤0.01%
38,200
327
$1.71M ﹤0.01%
9
328
$1.64M ﹤0.01%
42,825
-1,900
329
$1.63M ﹤0.01%
18,786
+5,896
330
$1.55M ﹤0.01%
13,266
+113
331
$1.52M ﹤0.01%
+27,485
332
$1.51M ﹤0.01%
+36,765
333
$1.5M ﹤0.01%
72,270
+3,920
334
$1.47M ﹤0.01%
7,170
335
$1.46M ﹤0.01%
+104,523
336
$1.45M ﹤0.01%
11,618
+2,358
337
$1.36M ﹤0.01%
27,793
-4,547
338
$1.3M ﹤0.01%
33,478
+19,958
339
$1.28M ﹤0.01%
22,167
+102
340
$1.21M ﹤0.01%
25,100
+13,075
341
$1.18M ﹤0.01%
11,464
-6
342
$1.18M ﹤0.01%
+21,118
343
$1.18M ﹤0.01%
10,764
-1,216
344
$1.15M ﹤0.01%
21,505
+2,860
345
$1.14M ﹤0.01%
29,600
+10,806
346
$1.13M ﹤0.01%
+17,295
347
$1.1M ﹤0.01%
5,637
-1,307
348
$1.1M ﹤0.01%
4,677
+2,230
349
$1.05M ﹤0.01%
10,730
+1,750
350
$1.05M ﹤0.01%
6,183
-502
12 13
14
15 16