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
476
$720K ﹤0.01%
11,468
-421,466
477
$714K ﹤0.01%
13,905
-2,145
478
$708K ﹤0.01%
32,980
479
$694K ﹤0.01%
16,963
480
$690K ﹤0.01%
+25,986
481
$684K ﹤0.01%
9,592
-2,157
482
$682K ﹤0.01%
107,663
-32,698
483
$680K ﹤0.01%
253,701
484
$670K ﹤0.01%
299,317
-114,210
485
$669K ﹤0.01%
9,550
-2,911
486
$663K ﹤0.01%
25,220
+1,026
487
$646K ﹤0.01%
35,864
-17,081
488
$632K ﹤0.01%
2,921
-1,565
489
$604K ﹤0.01%
18,270
-36,400
490
$603K ﹤0.01%
10,371
491
$587K ﹤0.01%
140,032
-43,153
492
$581K ﹤0.01%
18,290
+2,613
493
$580K ﹤0.01%
5,832
-356
494
$564K ﹤0.01%
7,003
-458
495
$562K ﹤0.01%
+19,476
496
$553K ﹤0.01%
10,217
+352
497
$542K ﹤0.01%
6,726
+277
498
$540K ﹤0.01%
8,954
499
$529K ﹤0.01%
3,782
+796
500
$526K ﹤0.01%
12,435
+48