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
401
$379K ﹤0.01%
4,256
-190
402
$377K ﹤0.01%
2,100
-739
403
$375K ﹤0.01%
3,617
+581
404
$369K ﹤0.01%
27,820
+12,620
405
$361K ﹤0.01%
4,389
+684
406
$352K ﹤0.01%
4,754
+491
407
$346K ﹤0.01%
26,150
408
$339K ﹤0.01%
9,001
-4,161
409
$330K ﹤0.01%
+5,325
410
$306K ﹤0.01%
10,470
411
$300K ﹤0.01%
3,571
+400
412
$296K ﹤0.01%
4,207
-862
413
$290K ﹤0.01%
2,714
+213
414
$280K ﹤0.01%
3,320
-90
415
$278K ﹤0.01%
4,136
-86
416
$268K ﹤0.01%
3,279
+422
417
$266K ﹤0.01%
3,815
-182,070
418
$263K ﹤0.01%
+12,731
419
$262K ﹤0.01%
4,215
+67
420
$261K ﹤0.01%
3,286
-410
421
$257K ﹤0.01%
+2,350
422
$256K ﹤0.01%
+11,632
423
$254K ﹤0.01%
3,580
-296
424
$253K ﹤0.01%
+2,710
425
$248K ﹤0.01%
+1,494