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
401
$2.3M ﹤0.01%
87,298
-25,528
402
$2.28M ﹤0.01%
222,827
-75,187
403
$2.23M ﹤0.01%
42,300
+364
404
$2.23M ﹤0.01%
72,599
+6,607
405
$2.2M ﹤0.01%
87,940
-26,948
406
$2.18M ﹤0.01%
126,193
-31,228
407
$2.17M ﹤0.01%
45,533
-16,167
408
$2.12M ﹤0.01%
91,276
-27,413
409
$2.12M ﹤0.01%
13,640
+159
410
$2.09M ﹤0.01%
112,493
-34,184
411
$2.06M ﹤0.01%
+38,582
412
$2.05M ﹤0.01%
105,814
-4,458
413
$2.03M ﹤0.01%
88,623
-29,057
414
$2.02M ﹤0.01%
46,064
-14,811
415
$2M ﹤0.01%
82,282
-12,495
416
$1.94M ﹤0.01%
249,267
-72,904
417
$1.93M ﹤0.01%
75,452
+310
418
$1.9M ﹤0.01%
92,381
+145
419
$1.89M ﹤0.01%
26,168
+2,248
420
$1.88M ﹤0.01%
82,737
421
$1.87M ﹤0.01%
185,864
-57,347
422
$1.86M ﹤0.01%
84,176
-10,958
423
$1.83M ﹤0.01%
24,639
+918
424
$1.82M ﹤0.01%
230,489
-71,823
425
$1.8M ﹤0.01%
35,844
+596