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
426
$247K ﹤0.01%
1,632
+74
427
$246K ﹤0.01%
3,960
-1,349
428
$244K ﹤0.01%
+42
429
$244K ﹤0.01%
4,076
+204
430
$239K ﹤0.01%
1,913
+139
431
$234K ﹤0.01%
7,245
-2,250
432
$228K ﹤0.01%
+2,424
433
$227K ﹤0.01%
+2,090
434
$227K ﹤0.01%
+3,835
435
$225K ﹤0.01%
+6,000
436
$221K ﹤0.01%
1,849
-123
437
$221K ﹤0.01%
3,391
438
$220K ﹤0.01%
25,977
439
$215K ﹤0.01%
2,353
-18
440
$213K ﹤0.01%
2,403
-364
441
$212K ﹤0.01%
5,904
-23,026
442
$209K ﹤0.01%
10,091
-4,311
443
$206K ﹤0.01%
+4,174
444
$206K ﹤0.01%
+3,541
445
$206K ﹤0.01%
+6,722
446
$204K ﹤0.01%
+2,680
447
$203K ﹤0.01%
14,000
448
$200K ﹤0.01%
4,736
449
$187K ﹤0.01%
12,786
-255
450
$181K ﹤0.01%
+5,725