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
451
$146K ﹤0.01%
11,910
-1,132
452
$144K ﹤0.01%
18,400
453
$118K ﹤0.01%
12,000
454
$94K ﹤0.01%
2,719
+1,600
455
$93K ﹤0.01%
2,163
456
$90K ﹤0.01%
11,877
-400
457
$79K ﹤0.01%
11,000
-155
458
$74K ﹤0.01%
518
-87
459
$64K ﹤0.01%
1,100
460
$50K ﹤0.01%
+10,000
461
$45K ﹤0.01%
150
+100
462
$40K ﹤0.01%
10,955
463
$32K ﹤0.01%
+10,000
464
$21K ﹤0.01%
+880
465
$9K ﹤0.01%
+21
466
-10,600
467
-6,563,365
468
-32,280
469
-440,794
470
-939,239
471
-22,888
472
-17,500
473
-12,900
474
-73
475
$0 ﹤0.01%
+30,000