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
51
$364M 0.65%
15,153,375
+360,960
52
$356M 0.63%
3,957,628
-3,007,589
53
$347M 0.62%
3,278,629
+56,618
54
$341M 0.61%
8,786,900
-319,400
55
$329M 0.58%
2,489,004
-105,471
56
$318M 0.57%
4,049,599
-163,583
57
$318M 0.56%
1,971,845
+1,723,214
58
$308M 0.55%
107,409,120
+23,821,430
59
$279M 0.5%
3,260,816
+11,066
60
$264M 0.47%
28,484,545
+2,349,425
61
$251M 0.44%
9,604,780
+1,484,077
62
$242M 0.43%
4,829,094
-123,849
63
$229M 0.41%
2,629,324
-165,846
64
$225M 0.4%
1,480,266
+4,953
65
$221M 0.39%
1,216,494
+29,280
66
$203M 0.36%
2,192,296
-731,028
67
$196M 0.35%
1,288,050
-121
68
$180M 0.32%
1,630,128
-6,720
69
$175M 0.31%
1,719,763
+922,990
70
$170M 0.3%
28,848,911
+47,314
71
$168M 0.3%
2,096,406
+111,494
72
$163M 0.29%
5,191,041
-74,800
73
$162M 0.29%
6,323,185
+1,853,515
74
$161M 0.29%
2,312,019
-24,983
75
$153M 0.27%
1,199,042
+377,690
1 2
3
4 5