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
351
$3.07M 0.01%
87,724
-27,009
352
$3.04M 0.01%
79,229
-24,252
353
$3.04M 0.01%
421,833
-10,948
354
$3.02M 0.01%
44,926
+41,149
355
$3.02M 0.01%
35,364
-13,617
356
$3M 0.01%
61,077
-18,824
357
$2.97M 0.01%
+263,748
358
$2.96M 0.01%
31,288
-9,888
359
$2.94M 0.01%
168,168
-56,632
360
$2.9M 0.01%
164,524
-52,065
361
$2.88M 0.01%
24,800
-1,530
362
$2.85M 0.01%
121,026
-38,515
363
$2.85M 0.01%
87,094
-27,833
364
$2.84M 0.01%
672,939
-49,016
365
$2.84M 0.01%
261,647
-85,422
366
$2.82M 0.01%
67,437
-16,200
367
$2.81M 0.01%
53,112
-610
368
$2.75M ﹤0.01%
98,987
-33,068
369
$2.74M ﹤0.01%
46,677
-11,383
370
$2.73M ﹤0.01%
72,983
+3,937
371
$2.72M ﹤0.01%
75,775
-25,188
372
$2.71M ﹤0.01%
90,210
-30,007
373
$2.69M ﹤0.01%
118,385
-26,613
374
$2.66M ﹤0.01%
90,622
-28,128
375
$2.63M ﹤0.01%
83,940
-25,252
13 14
15
16 17