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
576
$216K ﹤0.01%
3,219
-1,910
577
$215K ﹤0.01%
6,282
+85
578
$211K ﹤0.01%
+24,576
579
$209K ﹤0.01%
3,410
+59
580
$204K ﹤0.01%
+1,590
581
$204K ﹤0.01%
+2,921
582
$203K ﹤0.01%
5,696
583
$203K ﹤0.01%
+1,913
584
$202K ﹤0.01%
+6,596
585
$175K ﹤0.01%
35,270
586
$117K ﹤0.01%
25,336
587
$88K ﹤0.01%
16,028
+416
588
$88K ﹤0.01%
+1,296
589
$86K ﹤0.01%
6
+3
590
$64K ﹤0.01%
10,999
-975
591
$49K ﹤0.01%
1,176
+10
592
$36K ﹤0.01%
1,206
593
$17K ﹤0.01%
11,000
594
$4K ﹤0.01%
11,329
595
-2,195
596
-4,338
597
-9,061
598
-11,200
599
-2,012
600
-37,600