Ken Fisher

Ken Fisher Fisher Asset Management

AUM $293B
1-Year Est. Return 28.33%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.33%
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 +$499M
2 +$479M
3 +$328M
4
BAY
BAYER AG SPONS ADR
BAY
+$287M
5
LYG icon
Lloyds Banking Group
LYG
+$275M

Top Sells

1 +$958M
2 +$565M
3 +$502M
4
CSE
CAPITALSOURCE INC
CSE
+$95.8M
5
PL
PROTECTIVE LIFE CORP
PL
+$66.4M

Sector Composition

1 Financials 19.81%
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
$503K ﹤0.01%
7,582
+365
377
$488K ﹤0.01%
8,416
+1,138
378
$484K ﹤0.01%
14,505
-2,465
379
$480K ﹤0.01%
31,412
+8,452
380
$476K ﹤0.01%
12,150
+2,096
381
$469K ﹤0.01%
12,840
+1,244
382
$459K ﹤0.01%
+5,114
383
$458K ﹤0.01%
32,662
+162
384
$440K ﹤0.01%
+32,565
385
$438K ﹤0.01%
4,250
386
$436K ﹤0.01%
4,995
+86
387
$431K ﹤0.01%
3,598
+52
388
$430K ﹤0.01%
8,963
+204
389
$430K ﹤0.01%
3,000
390
$413K ﹤0.01%
40,206
+5,349
391
$413K ﹤0.01%
15,663
-5,985
392
$412K ﹤0.01%
3,220
+757
393
$404K ﹤0.01%
8,899
+2,277
394
$403K ﹤0.01%
5,000
-1,300
395
$399K ﹤0.01%
10,637
-388
396
$392K ﹤0.01%
+9,821
397
$384K ﹤0.01%
6,015
-838
398
$384K ﹤0.01%
5,696
399
$380K ﹤0.01%
+3,451
400
$379K ﹤0.01%
4,256
-190