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
501
$500K ﹤0.01%
3,276
-130
502
$494K ﹤0.01%
9,632
+1,435
503
$483K ﹤0.01%
53,968
504
$482K ﹤0.01%
21,060
-99
505
$479K ﹤0.01%
38,364
506
$466K ﹤0.01%
6,389
-103
507
$466K ﹤0.01%
2,517
-650
508
$464K ﹤0.01%
3,676
-124
509
$460K ﹤0.01%
48,692
-18,226
510
$454K ﹤0.01%
9,621
-162
511
$452K ﹤0.01%
6,497
-1,979
512
$451K ﹤0.01%
5,168
+56
513
$449K ﹤0.01%
3,187
-1,558
514
$448K ﹤0.01%
10,466
+31
515
$445K ﹤0.01%
10,126
+76
516
$444K ﹤0.01%
6,947
+66
517
$436K ﹤0.01%
4,490
+62
518
$430K ﹤0.01%
18,929
+2,210
519
$428K ﹤0.01%
4,949
+233
520
$427K ﹤0.01%
4,808
+176
521
$415K ﹤0.01%
+3,983
522
$410K ﹤0.01%
+4,251
523
$406K ﹤0.01%
14,666
+1,384
524
$405K ﹤0.01%
38,229
+403
525
$403K ﹤0.01%
3,000