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
101
$78.1M 0.14%
1,222,608
-44,214
102
$77.8M 0.14%
2,327,163
+54,710
103
$77.5M 0.14%
549,286
-622
104
$77M 0.14%
3,195,757
+84,023
105
$75.3M 0.13%
2,350,035
+2,039,560
106
$73.8M 0.13%
1,327,587
+14,269
107
$73.4M 0.13%
4,875,041
+75,320
108
$73.3M 0.13%
1,519,258
+49,756
109
$72.5M 0.13%
1,847,922
+452,784
110
$72.4M 0.13%
1,721,625
+8,886
111
$70.7M 0.13%
5,021,225
+314,371
112
$70.6M 0.13%
2,491,675
+89,898
113
$69.2M 0.12%
631,844
-2,925
114
$68.5M 0.12%
2,954,533
+46,124
115
$66.1M 0.12%
1,817,547
-42,349
116
$65.8M 0.12%
9,040,463
+67,388
117
$65.6M 0.12%
1,047,641
-30,565
118
$65M 0.12%
1,977,585
+1,638,606
119
$63.9M 0.11%
684,367
-3,026
120
$63.6M 0.11%
2,593,555
+148,445
121
$63.6M 0.11%
1,140,584
+34,107
122
$62.7M 0.11%
3,615,706
+52,624
123
$62.5M 0.11%
3,067,026
+33,230
124
$62M 0.11%
710,609
+23,291
125
$61.7M 0.11%
653,079
+11,660