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
26
$634M 1.33%
14,491,406
+193,729
27
$608M 1.28%
9,092,722
+121,231
28
$597M 1.25%
7,593,318
+124,124
29
$586M 1.23%
18,964,462
+909,367
30
$564M 1.19%
4,715,871
+79,961
31
$550M 1.16%
11,682,847
+610,719
32
$540M 1.14%
6,662,479
+90,035
33
$506M 1.06%
+5,003,089
34
$492M 1.03%
4,168,472
+228,871
35
$486M 1.02%
+4,803,033
36
$484M 1.02%
3,668,162
+70,927
37
$480M 1.01%
6,721,789
+137,163
38
$464M 0.98%
21,688,880
+4,437,235
39
$463M 0.97%
6,010,653
+73,265
40
$457M 0.96%
3,504,080
+103,574
41
$452M 0.95%
11,149,512
+704,743
42
$452M 0.95%
5,054,609
+135,214
43
$449M 0.94%
4,463,866
+114,838
44
$427M 0.9%
10,075,796
+350,757
45
$398M 0.84%
12,929,916
+811,850
46
$375M 0.79%
15,107,906
+946,825
47
$374M 0.79%
6,774,527
+6,014,666
48
$359M 0.76%
3,085,772
+34,558
49
$325M 0.68%
2,302,369
+2,031,656
50
$270M 0.57%
23,060,100
+3,647,920
1
2
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