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
26
$589M 1.05%
5,417,951
-7,769
27
$587M 1.04%
32,638,696
-235,640
28
$585M 1.04%
18,998,952
+630,356
29
$564M 1%
6,169,607
+6,314
30
$560M 0.99%
35,754,237
-7,509,391
31
$512M 0.91%
9,488,938
+104,238
32
$495M 0.88%
4,927,034
+17,422
33
$493M 0.87%
15,528,824
+11,510
34
$481M 0.85%
14,170,175
-601,320
35
$479M 0.85%
6,768,707
-333,116
36
$477M 0.85%
35,026,108
+3,618,201
37
$475M 0.84%
12,443,197
-1,194,986
38
$460M 0.82%
9,877,999
+63,110
39
$454M 0.81%
21,821,338
-104,850
40
$453M 0.8%
11,524,071
+85,508
41
$451M 0.8%
3,850,253
-69,218
42
$447M 0.79%
10,561,309
+42,430
43
$425M 0.76%
7,144,786
+60,992
44
$402M 0.71%
4,611,072
+81,659
45
$402M 0.71%
3,655,336
+145,917
46
$395M 0.7%
3,258,256
+2,788,401
47
$388M 0.69%
8,210,969
-3,844,532
48
$383M 0.68%
48,584,844
+1,249,538
49
$371M 0.66%
3,608,619
-51,077
50
$365M 0.65%
9,136,638
-2,346
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