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
451
$1.15M ﹤0.01%
155,985
+110
452
$1.13M ﹤0.01%
+17,100
453
$1.1M ﹤0.01%
132,532
-36,909
454
$1.08M ﹤0.01%
5
455
$1.08M ﹤0.01%
733
+88
456
$1.07M ﹤0.01%
100,845
-1,874
457
$1.07M ﹤0.01%
39,408
-2,817
458
$1.04M ﹤0.01%
79,402
-16,341
459
$1.04M ﹤0.01%
+9,956
460
$1.04M ﹤0.01%
68,900
+2,900
461
$1.01M ﹤0.01%
21,866
+16,469
462
$1M ﹤0.01%
19,725
-3,000
463
$995K ﹤0.01%
7,986
+301
464
$927K ﹤0.01%
4,024
+430
465
$917K ﹤0.01%
135,895
+200
466
$912K ﹤0.01%
20,733
467
$898K ﹤0.01%
+48,105
468
$889K ﹤0.01%
7,704
+484
469
$860K ﹤0.01%
7,382
+76
470
$854K ﹤0.01%
35,114
-13,715
471
$831K ﹤0.01%
13,856
-5,184
472
$810K ﹤0.01%
15,917
-2,600
473
$784K ﹤0.01%
3,270
+25
474
$776K ﹤0.01%
15,201
475
$750K ﹤0.01%
38,974
-15,302