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
326
$4.48M 0.01%
93,715
+35,996
327
$4.47M 0.01%
138,950
+118,900
328
$4.42M 0.01%
99,000
329
$4.36M 0.01%
472,345
-95,376
330
$4.22M 0.01%
70,169
331
$4.18M 0.01%
86,521
-23,330
332
$4.09M 0.01%
373,980
-103,344
333
$4M 0.01%
99,163
-8,665
334
$3.95M 0.01%
+97,420
335
$3.92M 0.01%
31,000
336
$3.85M 0.01%
289,485
337
$3.81M 0.01%
61,978
-365
338
$3.75M 0.01%
197,658
-52,673
339
$3.75M 0.01%
75,038
+7,868
340
$3.75M 0.01%
46,507
+1,651
341
$3.73M 0.01%
73,253
-22,917
342
$3.67M 0.01%
110,094
-29,522
343
$3.53M 0.01%
+240,742
344
$3.53M 0.01%
145,380
-40,417
345
$3.45M 0.01%
210,890
-73,989
346
$3.38M 0.01%
22,261
+594
347
$3.28M 0.01%
42,300
-1,300
348
$3.21M 0.01%
123,482
-33,536
349
$3.13M 0.01%
52,000
350
$3.12M 0.01%
137,400
+43,700