Ken Fisher

Ken Fisher Fisher Asset Management

AUM $293B
1-Year Est. Return 28.33%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.33%
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 +$499M
2 +$479M
3 +$328M
4
BAY
BAYER AG SPONS ADR
BAY
+$287M
5
LYG icon
Lloyds Banking Group
LYG
+$275M

Top Sells

1 +$958M
2 +$565M
3 +$502M
4
CSE
CAPITALSOURCE INC
CSE
+$95.8M
5
PL
PROTECTIVE LIFE CORP
PL
+$66.4M

Sector Composition

1 Financials 19.81%
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
101
$70.9M 0.15%
1,706,884
-48,400
102
$66.6M 0.14%
1,495,529
+17,788
103
$66.4M 0.14%
694,691
-23,994
104
$65.7M 0.14%
1,428,298
+109,895
105
$65M 0.14%
1,262,231
-33,907
106
$64.4M 0.14%
1,384,660
-4,871
107
$63.3M 0.13%
9,737,029
+331,013
108
$63.3M 0.13%
1,717,422
-6,268
109
$63.3M 0.13%
1,843,814
+31,847
110
$62.3M 0.13%
1,104,609
+477,470
111
$62M 0.13%
665,142
+4,794
112
$61.8M 0.13%
2,178,705
-73,550
113
$60.8M 0.13%
1,911,150
-48,004
114
$60.6M 0.13%
5,151,030
+94,890
115
$60.5M 0.13%
3,908,977
-108,260
116
$58.9M 0.12%
735,252
-36,450
117
$58.1M 0.12%
773,681
-72,297
118
$57.7M 0.12%
738,754
-5,154
119
$55.9M 0.12%
1,235,725
+6,268
120
$55.8M 0.12%
1,294,106
+2,855
121
$55.2M 0.12%
506,468
+412,565
122
$55.1M 0.12%
1,306,281
+77,248
123
$54.6M 0.11%
1,889,793
-12,602
124
$53.3M 0.11%
2,496,123
+37,063
125
$53.1M 0.11%
848,678
-1,435