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
76
$147M 0.26%
12,849,325
+1,443,390
77
$145M 0.26%
23,819,841
+67,881
78
$128M 0.23%
1,540,586
+56,027
79
$125M 0.22%
15,289,493
-9,509,720
80
$125M 0.22%
4,182,661
+60,102
81
$120M 0.21%
1,639,312
+16,808
82
$107M 0.19%
2,909,655
+13,089
83
$105M 0.19%
2,248,456
-20,718
84
$102M 0.18%
766,058
+1,549
85
$101M 0.18%
1,627,296
+50,761
86
$99.4M 0.18%
10,654,144
-148,932
87
$99.4M 0.18%
1,383,441
+1,188,001
88
$98.9M 0.18%
3,380,380
+32,847
89
$97.1M 0.17%
2,554,522
+20,271
90
$94.8M 0.17%
1,422,585
+9,724
91
$93.4M 0.17%
2,406,015
+26,452
92
$91.8M 0.16%
2,138,929
-696
93
$91.1M 0.16%
1,222,462
-13,388
94
$86.8M 0.15%
12,789,054
-924,841
95
$85.5M 0.15%
3,335,988
+100,440
96
$85M 0.15%
1,815,332
+35,992
97
$81.7M 0.15%
1,249,350
+233,644
98
$81.3M 0.14%
2,479,137
+58,181
99
$80.4M 0.14%
4,195,078
+169,189
100
$80M 0.14%
1,349,042
+49,740
2 3
4
5 6