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
526
$400K ﹤0.01%
1,870
+224
527
$387K ﹤0.01%
9,715
+380
528
$383K ﹤0.01%
9,100
+2,000
529
$383K ﹤0.01%
6,042
-762
530
$380K ﹤0.01%
3,034
+52
531
$369K ﹤0.01%
3,124
+32
532
$366K ﹤0.01%
36,163
-19,771
533
$353K ﹤0.01%
8,706
+470
534
$352K ﹤0.01%
4,500
535
$346K ﹤0.01%
3,095
536
$345K ﹤0.01%
7,946
-36
537
$336K ﹤0.01%
+10,850
538
$331K ﹤0.01%
5,231
+154
539
$329K ﹤0.01%
5,148
+1,840
540
$328K ﹤0.01%
2,737
-460
541
$316K ﹤0.01%
11,383
+819
542
$303K ﹤0.01%
29,826
-1,086
543
$292K ﹤0.01%
2,856
+496
544
$282K ﹤0.01%
+2,942
545
$279K ﹤0.01%
+4,061
546
$279K ﹤0.01%
6,287
+512
547
$277K ﹤0.01%
17,040
548
$274K ﹤0.01%
1,370
+98
549
$273K ﹤0.01%
2,379
-292
550
$272K ﹤0.01%
+20,675