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
426
$246K ﹤0.01%
3,960
-1,349
427
$244K ﹤0.01%
+42
428
$244K ﹤0.01%
4,076
+204
429
$239K ﹤0.01%
1,913
+139
430
$234K ﹤0.01%
7,245
-2,250
431
$228K ﹤0.01%
+2,424
432
$227K ﹤0.01%
+2,090
433
$227K ﹤0.01%
+3,835
434
$225K ﹤0.01%
+6,000
435
$221K ﹤0.01%
1,849
-123
436
$221K ﹤0.01%
3,391
437
$220K ﹤0.01%
25,977
438
$215K ﹤0.01%
2,353
-18
439
$213K ﹤0.01%
2,550
-386
440
$212K ﹤0.01%
5,904
-23,026
441
$209K ﹤0.01%
10,091
-4,311
442
$206K ﹤0.01%
+4,174
443
$206K ﹤0.01%
+3,541
444
$206K ﹤0.01%
+6,722
445
$204K ﹤0.01%
+2,680
446
$203K ﹤0.01%
14,000
447
$200K ﹤0.01%
4,736
448
$187K ﹤0.01%
12,786
-255
449
$181K ﹤0.01%
+5,725
450
$158K ﹤0.01%
25,336