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
76
$85.9M 0.18%
1,666,097
+152,904
77
$85.1M 0.18%
1,496,293
-19,515
78
$84.9M 0.18%
1,586,711
-25,145
79
$84.5M 0.18%
2,320,868
+392,294
80
$84.2M 0.18%
2,490,705
-14,703
81
$83.6M 0.18%
777,928
-179
82
$83.3M 0.18%
918,041
-942
83
$83.1M 0.17%
4,208,399
-182,155
84
$81.8M 0.17%
1,630,403
-20,153,182
85
$81.6M 0.17%
1,942,768
-16,890
86
$81.2M 0.17%
2,051,981
-53,362
87
$80.9M 0.17%
975,483
+373,725
88
$80.7M 0.17%
3,283,048
-86,685
89
$80.1M 0.17%
2,150,726
-245,256
90
$78.1M 0.16%
6,258,561
-183,520
91
$77.4M 0.16%
3,921,477
+506,970
92
$76.2M 0.16%
761,826
-17,342
93
$75M 0.16%
2,389,299
-23,180
94
$74.7M 0.16%
2,962,994
+76,834
95
$74.5M 0.16%
1,066,315
-18,172
96
$74.4M 0.16%
1,804,204
+55,284
97
$73.3M 0.15%
1,127,110
+483,064
98
$72.8M 0.15%
325,872
-5,657
99
$72.5M 0.15%
2,947,520
-62,295
100
$71.7M 0.15%
1,207,687
-31,774
2 3
4
5 6