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
451
$158K ﹤0.01%
25,336
452
$146K ﹤0.01%
11,910
-1,132
453
$144K ﹤0.01%
18,400
454
$118K ﹤0.01%
12,000
455
$94K ﹤0.01%
2,719
+1,600
456
$93K ﹤0.01%
2,163
457
$90K ﹤0.01%
11,877
-400
458
$79K ﹤0.01%
11,000
-155
459
$74K ﹤0.01%
518
-87
460
$64K ﹤0.01%
1,100
461
$50K ﹤0.01%
+10,000
462
$45K ﹤0.01%
150
+100
463
$40K ﹤0.01%
10,955
464
$32K ﹤0.01%
+10,000
465
$21K ﹤0.01%
+880
466
$9K ﹤0.01%
+21
467
-2,505
468
-3,011
469
-5,587
470
-2,488
471
-2,168
472
-65,925
473
-1,146
474
-175,973
475
-4,614