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
376
$2.6M ﹤0.01%
71,491
-809
377
$2.6M ﹤0.01%
157,794
-45,656
378
$2.6M ﹤0.01%
82,872
-26,571
379
$2.6M ﹤0.01%
139,840
-46,865
380
$2.59M ﹤0.01%
102,448
-23,674
381
$2.58M ﹤0.01%
60,569
-24,166
382
$2.56M ﹤0.01%
30,537
+3,990
383
$2.54M ﹤0.01%
100,967
-32,934
384
$2.52M ﹤0.01%
168,397
-58,600
385
$2.52M ﹤0.01%
89,621
-24,531
386
$2.49M ﹤0.01%
50,469
-17,318
387
$2.48M ﹤0.01%
45,919
-15,780
388
$2.47M ﹤0.01%
169,807
-48,608
389
$2.42M ﹤0.01%
36,710
-12,269
390
$2.4M ﹤0.01%
71,451
-24,131
391
$2.4M ﹤0.01%
65,132
-16,137
392
$2.39M ﹤0.01%
312,935
-104,091
393
$2.38M ﹤0.01%
+136,811
394
$2.36M ﹤0.01%
+70,637
395
$2.35M ﹤0.01%
88,039
-22,612
396
$2.34M ﹤0.01%
115,453
-32,596
397
$2.32M ﹤0.01%
122,091
-45,762
398
$2.31M ﹤0.01%
239,482
-59,334
399
$2.31M ﹤0.01%
149,502
-42,859
400
$2.31M ﹤0.01%
110,185
-31,938
14 15
16
17 18