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
326
$1.75M ﹤0.01%
+20,181
327
$1.73M ﹤0.01%
38,200
328
$1.71M ﹤0.01%
9
329
$1.64M ﹤0.01%
42,825
-1,900
330
$1.63M ﹤0.01%
18,786
+5,896
331
$1.55M ﹤0.01%
13,266
+113
332
$1.52M ﹤0.01%
+27,485
333
$1.51M ﹤0.01%
+36,765
334
$1.5M ﹤0.01%
72,270
+3,920
335
$1.47M ﹤0.01%
7,170
336
$1.46M ﹤0.01%
+104,523
337
$1.45M ﹤0.01%
11,618
+2,358
338
$1.36M ﹤0.01%
27,793
-4,547
339
$1.3M ﹤0.01%
33,478
+19,958
340
$1.28M ﹤0.01%
22,167
+102
341
$1.21M ﹤0.01%
1,004
+523
342
$1.18M ﹤0.01%
11,464
-6
343
$1.18M ﹤0.01%
+21,118
344
$1.18M ﹤0.01%
10,764
-1,216
345
$1.15M ﹤0.01%
21,505
+2,860
346
$1.14M ﹤0.01%
29,600
+10,806
347
$1.13M ﹤0.01%
+17,295
348
$1.1M ﹤0.01%
5,637
-1,307
349
$1.1M ﹤0.01%
4,677
+2,230
350
$1.05M ﹤0.01%
10,730
+1,750
12 13
14
15 16