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
401
$377K ﹤0.01%
2,100
-739
402
$375K ﹤0.01%
3,617
+581
403
$369K ﹤0.01%
27,820
+12,620
404
$361K ﹤0.01%
4,389
+684
405
$352K ﹤0.01%
4,754
+491
406
$346K ﹤0.01%
26,150
407
$339K ﹤0.01%
9,001
-4,161
408
$330K ﹤0.01%
+26,625
409
$306K ﹤0.01%
10,470
410
$300K ﹤0.01%
3,571
+400
411
$296K ﹤0.01%
4,207
-862
412
$290K ﹤0.01%
2,714
+213
413
$280K ﹤0.01%
3,320
-90
414
$278K ﹤0.01%
4,136
-86
415
$268K ﹤0.01%
3,279
+422
416
$266K ﹤0.01%
3,815
-182,070
417
$263K ﹤0.01%
+12,731
418
$262K ﹤0.01%
4,215
+67
419
$261K ﹤0.01%
3,286
-410
420
$257K ﹤0.01%
+2,350
421
$256K ﹤0.01%
+11,632
422
$254K ﹤0.01%
3,580
-296
423
$253K ﹤0.01%
+2,710
424
$248K ﹤0.01%
+1,494
425
$247K ﹤0.01%
1,632
+74