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
551
$265K ﹤0.01%
2,958
-18
552
$259K ﹤0.01%
+10,850
553
$256K ﹤0.01%
6,175
+800
554
$254K ﹤0.01%
+2,403
555
$253K ﹤0.01%
2,335
+75
556
$251K ﹤0.01%
1,429
-1
557
$249K ﹤0.01%
620
+7
558
$246K ﹤0.01%
+15,147
559
$246K ﹤0.01%
15,844
+1,409
560
$245K ﹤0.01%
12,300
561
$244K ﹤0.01%
2,006
+147
562
$241K ﹤0.01%
3,564
-82
563
$237K ﹤0.01%
1,883
+264
564
$236K ﹤0.01%
5,967
-18
565
$236K ﹤0.01%
+1,482
566
$230K ﹤0.01%
+7,400
567
$230K ﹤0.01%
10,304
+389
568
$229K ﹤0.01%
+23,230
569
$228K ﹤0.01%
2,849
-2,140
570
$225K ﹤0.01%
+2,623
571
$224K ﹤0.01%
623
+20
572
$224K ﹤0.01%
16,922
-2,371
573
$221K ﹤0.01%
2,135
+156
574
$221K ﹤0.01%
25,079
575
$220K ﹤0.01%
17,497
+493