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
376
$508K ﹤0.01%
+6,124
377
$503K ﹤0.01%
7,582
+365
378
$488K ﹤0.01%
8,416
+1,138
379
$484K ﹤0.01%
14,505
-2,465
380
$480K ﹤0.01%
31,412
+8,452
381
$476K ﹤0.01%
12,150
+2,096
382
$469K ﹤0.01%
12,840
+1,244
383
$459K ﹤0.01%
+5,114
384
$458K ﹤0.01%
32,662
+162
385
$440K ﹤0.01%
+32,565
386
$438K ﹤0.01%
4,250
387
$436K ﹤0.01%
4,995
+86
388
$431K ﹤0.01%
3,598
+52
389
$430K ﹤0.01%
8,963
+204
390
$430K ﹤0.01%
3,000
391
$413K ﹤0.01%
40,206
+5,349
392
$413K ﹤0.01%
15,663
-5,985
393
$412K ﹤0.01%
3,220
+757
394
$404K ﹤0.01%
8,899
+2,277
395
$403K ﹤0.01%
5,000
-1,300
396
$399K ﹤0.01%
10,637
-388
397
$392K ﹤0.01%
+9,821
398
$384K ﹤0.01%
6,015
-838
399
$384K ﹤0.01%
5,696
400
$380K ﹤0.01%
+3,451