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
126
$53.1M 0.11%
848,678
-1,435
127
$52.9M 0.11%
7,514,636
+1,556,886
128
$52.7M 0.11%
1,089,231
-29,854
129
$52.6M 0.11%
1,587,028
+81,083
130
$51.6M 0.11%
889,917
+7,164
131
$51.4M 0.11%
442,300
+545
132
$50.6M 0.11%
1,602,395
+8,103
133
$48.4M 0.1%
1,426,675
-97,475
134
$48.2M 0.1%
496,352
-7,500
135
$48.2M 0.1%
2,306,223
-528,345
136
$47.4M 0.1%
1,094,467
+1,087,125
137
$46.3M 0.1%
589,137
-20,955
138
$46.3M 0.1%
+2,581,006
139
$46.2M 0.1%
883,873
-20,665
140
$45.7M 0.1%
4,331,686
-24,740
141
$44.1M 0.09%
2,090,500
-44,630
142
$43.4M 0.09%
593,728
-22,519
143
$43.1M 0.09%
257,402
+111,498
144
$42.8M 0.09%
1,961,870
-76,465
145
$42.7M 0.09%
791,330
+27,505
146
$41.8M 0.09%
1,123,180
-15,324
147
$41.6M 0.09%
2,826,026
-83,462
148
$41.1M 0.09%
1,934,077
+1,738,276
149
$41.1M 0.09%
593,431
+255,956
150
$41M 0.09%
1,521,375
+22,280
4 5
6
7 8