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
$47.6B
AUM Growth
+$3.22B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
668
New
Increased
Reduced
Closed

Top Buys

1
+$506M
2
+$486M
3
+$332M
4
BAY
BAYER AG SPONS ADR
BAY
+$287M
5
LYG icon
Lloyds Banking Group
LYG
+$273M

Top Sells

1
+$1.01B
2
+$544M
3
+$501M
4
CSE
CAPITALSOURCE INC
CSE
+$95.8M
5
PL
PROTECTIVE LIFE CORP
PL
+$80.8M

Sector Composition

1 Financials 21.32%
2 Healthcare 13.89%
3 Technology 12.13%
4 Industrials 7.64%
5 Consumer Discretionary 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$263M 0.55%
2,426,069
+153,734
52
$224M 0.47%
3,870,940
+50,191
53
$200M 0.42%
2,098,595
+130,861
54
$187M 0.39%
1,368,147
+347,956
55
$186M 0.39%
3,937,553
+187,165
56
$180M 0.38%
4,596,805
+792,280
57
$173M 0.36%
1,480,024
+54,235
58
$163M 0.34%
18,865,570
+7,251,255
59
$156M 0.33%
1,189,494
+427,630
60
$146M 0.31%
21,719,784
+9,262,408
61
$134M 0.28%
2,142,223
-39,311
62
$131M 0.28%
2,475,274
-58,730
63
$129M 0.27%
1,766,010
+1,840
64
$122M 0.26%
3,403,563
+918,285
65
$115M 0.24%
3,024,928
-15,788
66
$108M 0.23%
3,074,159
-4,760
67
$105M 0.22%
1,675,537
-46,612
68
$103M 0.22%
4,776,532
-69,676
69
$99.7M 0.21%
6,303,352
+197,595
70
$99.5M 0.21%
+2,305,378
71
$95.2M 0.2%
509,385
+73,937
72
$93M 0.2%
2,358,704
-210,988
73
$89.6M 0.19%
11,768,450
-225,555
74
$89.5M 0.19%
575,975
+73,182
75
$87.6M 0.18%
2,777,539
-68,400
1 2
3
4 5