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
26
$608M 1.28%
9,092,722
+121,231
27
$597M 1.25%
7,593,318
+124,124
28
$586M 1.23%
18,964,462
+909,367
29
$564M 1.19%
4,715,871
+79,961
30
$550M 1.16%
11,682,847
+610,719
31
$540M 1.14%
6,662,479
+90,035
32
$506M 1.06%
+5,003,089
33
$492M 1.03%
4,168,472
+228,871
34
$486M 1.02%
+4,803,033
35
$484M 1.02%
3,668,162
+70,927
36
$480M 1.01%
6,721,789
+137,163
37
$464M 0.98%
21,688,880
+4,437,235
38
$463M 0.97%
6,010,653
+73,265
39
$457M 0.96%
3,504,080
+103,574
40
$452M 0.95%
11,149,512
+704,743
41
$452M 0.95%
5,054,609
+135,214
42
$449M 0.94%
4,463,866
+114,838
43
$427M 0.9%
10,075,796
+350,757
44
$398M 0.84%
12,929,916
+811,850
45
$375M 0.79%
15,107,906
+946,825
46
$374M 0.79%
6,774,527
+6,014,666
47
$359M 0.76%
3,085,772
+34,558
48
$325M 0.68%
2,302,369
+2,031,656
49
$270M 0.57%
23,060,100
+3,647,920
50
$263M 0.55%
2,426,069
+153,734