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
351
$1.05M ﹤0.01%
6,183
-502
352
$1.02M ﹤0.01%
22,319
+6,030
353
$954K ﹤0.01%
5,317
-3,268
354
$890K ﹤0.01%
8,186
-4,436
355
$872K ﹤0.01%
7,555
-1,606
356
$826K ﹤0.01%
10,278
+1,814
357
$749K ﹤0.01%
+18,888
358
$746K ﹤0.01%
+10,400
359
$737K ﹤0.01%
18,027
+9,281
360
$690K ﹤0.01%
+12,225
361
$667K ﹤0.01%
+22,589
362
$665K ﹤0.01%
6,332
-516
363
$663K ﹤0.01%
9,718
+714
364
$661K ﹤0.01%
8,218
-463
365
$654K ﹤0.01%
10,988
-4,192
366
$639K ﹤0.01%
+6,753
367
$615K ﹤0.01%
15,904
-2,874
368
$604K ﹤0.01%
15,005
369
$593K ﹤0.01%
3,690
+106
370
$585K ﹤0.01%
11,126
+6,222
371
$574K ﹤0.01%
+1,797
372
$573K ﹤0.01%
7,806
-1,188
373
$571K ﹤0.01%
10,525
-4,330
374
$561K ﹤0.01%
11,900
375
$509K ﹤0.01%
7,514