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 Fund
S&P 500
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
476
-3,052
477
-2,149
478
-5,438
479
-8,127
480
-23,146
481
-32,280
482
-440,794
483
-2,970
484
-52,249
485
-939,239
486
-10,600
487
-22,888
488
-17,500
489
-12,900
490
-73
491
-6,563,365
492
$0 ﹤0.01%
+30,000
493
$0 ﹤0.01%
32,917
494
-5,382
495
-2,488
496
-2,168
497
-65,925
498
-1,146
499
-3,011