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
426
$1.8M ﹤0.01%
40,635
-1,265
427
$1.77M ﹤0.01%
49,169
-16,715
428
$1.77M ﹤0.01%
35,000
-5,335
429
$1.73M ﹤0.01%
29,325
+6,299
430
$1.72M ﹤0.01%
212,800
+47,400
431
$1.69M ﹤0.01%
120,275
-35,453
432
$1.58M ﹤0.01%
+35,690
433
$1.56M ﹤0.01%
19,688
+116
434
$1.55M ﹤0.01%
125,902
+30,502
435
$1.53M ﹤0.01%
86,459
-31,130
436
$1.48M ﹤0.01%
28,380
-3,390
437
$1.47M ﹤0.01%
121,651
-47,076
438
$1.46M ﹤0.01%
55,492
-7,370
439
$1.44M ﹤0.01%
32,286
-11,902
440
$1.41M ﹤0.01%
14,917
+99
441
$1.36M ﹤0.01%
164,202
442
$1.36M ﹤0.01%
20,950
443
$1.35M ﹤0.01%
2,196
-611
444
$1.35M ﹤0.01%
75,428
445
$1.34M ﹤0.01%
22,871
+223
446
$1.29M ﹤0.01%
29,957
-8,104
447
$1.29M ﹤0.01%
6,474
+4,454
448
$1.27M ﹤0.01%
13,043
-16
449
$1.26M ﹤0.01%
89,642
450
$1.17M ﹤0.01%
14,671
-2,152
16 17
18
19 20